The Alternative Investment Forum comes to Fort Lauderdale, Florida on November 7th, 2019. Our speakers will go over a range of topics related to alternative investments including a dive into the different asset classes and the risks associated with each of them, due diligence and compliance, valuation and more. This event is perfect for Registered Investment Advisors who are looking for ways to diversify their client’s portfolios by integrating alternative assets to their strategy.
Curious about digital currency? So are we.
That’s why we’ve invited Grayscale Investments, a digital investment authority to join us for this webinar.
Watch this webinar as we discuss:
Check out the Q&A session where guest speaker, Michael Sonnenshein, Managing Director at Grayscale Investments, and Bill Neville, Business Development Manager at The Entrust Group answered our attendee’s questions.
If you’re interested in investing in real estate with your IRA, setting up an IRA LLC may be an option for you. IRA LLCs offer real estate investors many benefits such as direct access to your IRA funds, and the ability to make investments quickly and efficiently.
Watch the webinar to learn:
Ten thousand baby boomers turn age 65 every day. While not all of them will retire in the traditional sense, it’s fair to say that they are thinking about how to use their retirement savings in the near future and especially how to leave their hard-earned retirement savings to their heirs.
Legacy planning is the process of defining how wealth will be transferred from one generation to the next. This includes how the transfer of your retirement accounts to your beneficiary or beneficiaries will be handled, what options your beneficiaries have regarding the retirement account they have inherited and lastly how are distributions from these accounts going to be taxed. Balances in self-directed IRAs have historically been high, due in part to the sophisticated nature of self-directed investors and their choice of assets. This makes it even more important to be aware of the options available to you and your beneficiary and how to prepare accordingly.
In this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group, we cover the many issues that an IRA account holder needs to plan for and resolve to ensure that assets get to the rightful beneficiaries.
Are you looking for a way to diversify and grow your retirement portfolio? Peer-to-peer lending or private lending allows IRA holders to loan money to borrowers under certain terms and grow their IRA through the earnings on the interest rates.
This investment strategy started getting popular during the financial crisis of 2008 when banks decided they weren’t going to lend any money. This opened-up an opportunity for the free market to provide another way for people to borrow money.
Watch this recorded webinar to learn the different types of lending available to investors and understand the ins and outs of this strategy.
In this webinar, we cover:
Stay competitive and learn about IRAs in depth by attending this week-long course. John Paul Ruiz, a 25-year veteran in the retirement space will be teaching this course to provide professionals with the education they need to better serve their clients. Do you want to achieve your CISP designation? Do you need to earn continuing education (CE) credits for CISP, CRSP, or CTFA? Or are you looking for in-depth, professional IRA training classes to further your career in the retirement field? The IRA Academy provides you with a professional setting that cannot be matched. We look forward to seeing you in Tennessee this October!