Webinar – Checkbook Control—The Most Diverse Self-Directed Tool

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Checkbook Control—The Most Diverse Self-Directed Tool

Self-directed investing is diverse, and many portfolios contain a number of investments. But did you know you can combine the power of a self-directed IRA with a single-member LLC and give yourself checkbook control of your retirement funds to invest?

Whether your intention is to consolidate recordkeeping fees or simply have the power to stroke a check from your retirement account to invest quickly—checkbook control is one of the most powerful tools you can use to build retirement wealth.

Larissa Greene and Corey Daharsh of Advanta IRA lead this informative webinar to explain how checkbook control works, provide pros and cons, and answer all your questions.

You’ll learn:

  • Types of accounts
  • Entities used to gain checkbook control
  • Parts of those entities
  • Who can write checks
  • Purpose for checkbook control
  • Pros and cons

Register today.

Webinar Details

Tuesday, July 2, 2024
12-1 pm ET (9-10 am PT)

Login Information

The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.

REGISTER TODAY

About the Presenters

Corey DaharshHeadshot of Advanta IRA's business development specialist Corey Daharsh.

Corey Daharsh is a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP). Starting in high school, Corey found his passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. He enjoys leaving a positive impact and has proven to be adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.

Larissa GreeneLarissa Greene, CISP Business Development Specialist

Larissa Greene is the Director of Education and a member of the business development team at. She holds the prestigious Certified IRA Services Professional (CISP) designation from the American Bankers Association. She has been educating investors and teaching continuing education classes for CPAs, real estate agents, and attorneys since 2011.

Details

Date:
July 2
Time:
12:00 pm - 1:00 pm EDT
Cost:
FREE
Event Category:
Event Tags:
,

Organizer

Advanta IRA
Phone
800-425-0653
Email
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA, Online

Checkbook Control—The Most Diverse Self-Directed Tool

Self-directed investing is diverse, and many portfolios contain a number of investments. But did you know you can combine the power of a self-directed IRA with a single-member LLC and give yourself checkbook control of your retirement funds to invest?

Whether your intention is to consolidate recordkeeping fees or simply have the power to stroke a check from your retirement account to invest quickly—checkbook control is one of the most powerful tools you can use to build retirement wealth.

Larissa Greene and Corey Daharsh of Advanta IRA lead this informative webinar to explain how checkbook control works, provide pros and cons, and answer all your questions.

You’ll learn:

  • Types of accounts
  • Entities used to gain checkbook control
  • Parts of those entities
  • Who can write checks
  • Purpose for checkbook control
  • Pros and cons

Register today.

Webinar Details

Tuesday, July 2, 2024
12-1 pm ET (9-10 am PT)

Login Information

The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.

REGISTER TODAY

About the Presenters

Corey DaharshHeadshot of Advanta IRA's business development specialist Corey Daharsh.

Corey Daharsh is a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP). Starting in high school, Corey found his passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. He enjoys leaving a positive impact and has proven to be adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.

Larissa GreeneLarissa Greene, CISP Business Development Specialist

Larissa Greene is the Director of Education and a member of the business development team at. She holds the prestigious Certified IRA Services Professional (CISP) designation from the American Bankers Association. She has been educating investors and teaching continuing education classes for CPAs, real estate agents, and attorneys since 2011.