Welcome to Advanta U! – IRA Training for Professional Providers
At AdvantaIRA Trust, our goal is to help educate real estate professionals, CPAs, attorneys and investors about the opportunities that our tax-free strategies provide. That is why we created Advanta University.
This is your opportunity to sell more real estate, become more knowledgeable, and most importantly, take advantage of great market conditions. We have designed an easy education program to help you be a resource for your clients by promoting self-directed IRAs. These tax-free strategies are AdvantaIRA Trust’s special niche and have enabled us to conduct business for 10 years in Florida and over 20 years altogether. Our success comes from sharing the word about tax-free investing.
- Professional Education for Realtors
- Coming Soon—Professional Education for CPAs, CFPs, accountants and attorneys
Clint Perkins, Juergen Seelmann, Deb Veilleux, Mike Cathell, Paul Flood, Gary King, Fred Rowe, Marlissa Gervasoni, Ed J. Alvarez, Steve Trout, Tom Miller, Thomas F. Miller, Tonya Miller-Turczyn, John Woolston
To help you attain this goal, we have designed a specialized and easy program. The investment of your time is small, but the payoff is huge. This is how it works:
- Read Real Estate IRAs Made Easy, a free eBook published by Dave Owens, CPA, CES
- Read the Guide to 1031 Exchanges
- Attend all four classes in our AdvantaIRA Trust University Course Training- See our Realtor Tool Kit to view course description and schedules
It is that easy! Call us, discuss your questions and we will help you get started promoting self-direction. You will be featured on the AdvantaIRA Trust’s website as a Tax Free 1031 and IRA Pro and will additionally be given access to our web page which contains many specialized articles designed to help you sell tax-free investments. We appreciate your interest in AdvantaIRA Trust and want to help you and your clients any way possible.