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June 2020

Webinar-8 Strategies to Grow a Retirement Account with a Balance of Less Than $50k!

June 3 @ 12:00 pm - 1:00 pm

Join us for this information packed webinar on growing an IRA/401(k) with a balance of less than $50k! In this webinar our Senior Vice President, Sean McKay will discuss strategies that our clients are utilizing to grow their accounts quickly in a variety of ways. Join us on June 3rd at 12:00 p.m. EST. Sean will discuss strategies in multiple asset classes such as: -Tax Liens -Lending on Manufactured Homes -Cryptocurrencies (through LLC) -Buying Securities -Investing in Private Companies -Wholesaling…

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Webinar-Lending vs. Real Estate Ownership in Your IRA/401(k)

June 10 @ 12:00 pm - 1:00 pm

Join us for a discussion on Lending vs. Real Estate Ownership in Your IRA/401(k).  This information packed webinar will be hosted by our Senior VP, Sean McKay. Join us on June 10th at 12:00 p.m. EST. Sean will discuss: • The pros and cons of lending vs. real estate ownership. • Strategies to boost your returns as a lender. • Strategies to purchase properties with small accounts. • The pros and cons of using leverage inside of your retirement accounts.…

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Webinar-The 6 Most Important Factors When Picking Your Self-Directed IRA Company

June 12 @ 12:00 pm - 1:00 pm

If you are new to Self-Directed IRA’s/401(k)’s, it may seem frustrating and confusing to pick the company that is the right fit for you. Join us for this webinar as we discuss the difference between self-directed providers so that you can make an informed decision! Join us on June 12th at 12:00 p.m. EST. Senior VP, Sean McKay will discuss: -Do your fees go up as your account balance grows? -Are the team members investors or are they educating from…

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Webinar-Small Accounts, HUGE Profits

June 15 @ 12:00 pm - 1:00 pm

Self-Directed IRAs are great vehicles for clients that have accounts large and small; with this webinar we are going to prove it!  Join us for this webinar where we will discuss techniques that can be used for investors that are just getting started on their journey to financial independence.  Join us on June 15th at 12:00 p.m. EST. Our Senior VP, Sean McKay will discuss: *What is a Self-Directed IRA/401(k). *What investments are allowed inside of the accounts. *Real estate strategies…

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Webinar- Self-Directed Trends for 2020

June 17 @ 12:00 pm - 1:00 pm

In this webinar, our Senior VP Sean McKay will discuss the state of the Self-Directed IRA/401(k) investment arena. Join us on June 17th at 12:00 p.m. EST. Sean will cover: -The retirement accounts that are most popular. -Asset classes with the largest inflow. -Strategies that clients are utilizing in this uncertain economic environment. To register, click here. All webinars are recorded, even if you are unable to attend the live presentation, feel free to register so that you can receive…

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Webinar-Self-Directed Retirement Accounts – The Fundamentals

June 19 @ 12:00 pm - 1:00 pm

This an introductory class to discuss the pro's and con's of self-directing your retirement account. The reality is that self-directed IRA's/401k's are a terrific tool for many investors however it is not the right fit for all of us. Join us on June 19th at 12:00 p.m. EST. All webinars are recorded, even if you are unable to attend the live presentation, feel free to register so that you can receive the recording.  To register, click here.

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Webinar – Advanced Real Estate Strategies with your Self-Directed Account

June 22 @ 12:00 pm - 1:00 pm

Join us for the for this discussion on advanced concepts that you can implement with your IRA and 401(k). Our Senior VP, Sean McKay, will cover topics that you will not find from other self-directed providers. Join us on June 22nd at 12:00 p.m. EST. Sean will discuss: -Purchasing “Subject-To” investment properties. -Advanced seller financing techniques. -Ways to structure a real estate purchase with a lender to give you the most flexibility possible. To register, click here. All webinars are…

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Webinar-Self-Directed Wealth – Investing in Wholesale Properties with Your IRA/401(k)

June 24 @ 12:00 pm - 1:00 pm

Join us for a discussion on investing in wholesale properties with your IRA/401(k) hosted by our Senior VP, Sean McKay.  We will discuss the many benefits and unique tools of investing in wholesale properties.  Join us on June 24th at 12:00 p.m. EST. Sean will discuss: Strategies to make a small IRA or 401(k) grow VERY quickly. The mechanics of how to successfully assign properties using your IRA/401(k). Wholesale Partnering. The pros and cons of investing in wholesale properties with…

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Webinar-The 5 Most Important Factors When Picking Your Self-Directed IRA Company

June 26 @ 12:00 pm - 1:00 pm

If you are new to Self-Directed IRA’s/401(k)’s, it may seem frustrating and confusing to pick the company that is the right fit for you. Join us for this webinar as we discuss the difference between self-directed providers so that you can make an informed decision! Join us on June 26th at 12:00 p.m. EST. Senior VP, Sean McKay will discuss: -Do your fees go up as your account balance grows? -Are the team members investors or are they educating from…

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Webinar-Self-Directed Solo 401(k)-The Most Powerful Retirement Account in History

June 29 @ 12:00 pm - 1:00 pm

Join us for a discussion on the Solo 401(k) with our Senior VP, Sean McKay. We will discuss the many benefits and unique tools of the Solo 401(k) and how you can leverage this account to build massive wealth in a short period of time. Join us on June 29th at 12:00 p.m. EST. Sean will discuss: *What investments you can make with a Solo 401(k). *Contribution Limits. *Eligibility for the account. *Strategies to grow your account quickly in a…

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