TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN

TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN

Available Date

Wednesday, July 28, 2021: 10:00 AM Eastern

Cost Free
CPE Credits 1.0 hour

Course Description:

When it comes to managing your retirement assets, there is more flexibility than most financial advisors would like you to believe. In this presentation, you will learn about the various self-directed plans available to you and the laws that govern them. I will also share what you can invest in, who you can invest with, and why going tax-free is a great option in our current economic environment.

 

Learning Objectives:

    • Identify each of the self-directed plans that are available for your retirement assets
    • Identify the requirements to set-up and manage a self-directed plan
    • Identify what it takes to stay in compliance with the IRS and DOL
    • Identify who you can invest with and what you can invest in

Testimonials

Delia Aguilar (Southwest Research Institute)

This was a very interesting webinar. I was not familiar with self directed retirement plans. I learned a lot. The speaker was very effective and explained this very well.

Richard Roche (AccuAccounting)

I have known about self-directed IRAs for years, but never explored them. Dave’s presentation was clear and concise, and explained the basic concepts quite well.

Lisa Banks (Banks Accounting and Consulting)

Dave is a great presenter. Webinar information was very beneficial and presented in a concise, yet understandable format.

Mark Sasser (Sasser Financial)

Dave Hall is a well-organized and polished presenter. His webinars move smoothly and his information is pertinent.

Melanie Marshall (Husqvarna)

Dave always makes difficult topics more understandable and increases our knowledge on retirement topics.

Emory Berry (Emory Berry)

One of the best seminars – Dave is an subject matter expert – great to hear his expertise and help.

Gordon McOuat (Real Pro Tax and Accounting)

Very effective instructor and course. Concise and well-paced. Will take more courses from him.

Henry Singleton (Self)

Dave is very knowledgeable and his presentations are always fill with good usable information.

Start Time

10:00 am

July 28, 2021

Finish Time

11:00 am

July 28, 2021

Event Participants