TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN

TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN

Available Date

Monday, February 22, 2021, 11:00 AM Eastern

Cost Free
CPE Credits 1.0 hour

Course Description

When it comes to how you manage 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 that are 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

This is a brand new webinar

Start Time

11:00 am

February 22, 2021

Finish Time

12:00 pm

February 22, 2021

Event Participants