Webinar – How to Invest in Private Equity in an IRA or Solo 401(k)

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How to Invest in Private Equity in an IRA or Solo 401(k)

This webinar took place on 2/15/2024, but you can watch it below.

Contact Us with any questions.

This informative and interactive webinar is designed to teach you the essentials of how to invest in private equity in your self-directed IRA or solo 401(k).

Private equity and private stock investments in retirement plans generate passive, tax-sheltered income with little to no effort contributed by the account owner. Your retirement plan dollars are used to fund investment projects that capital raisers coordinate, execute, and oversee.

Don’t miss this opportunity to speak with Corey Daharsh of Advanta IRA, who is well-versed and experienced in private equity assets in self-directed retirement plans. He provides education and feedback to attendees, explains how to get started, covers the pros and cons, and shares tips on how to easily repeat successful investing habits.

About the Presenter

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

Corey Daharsh, CISP

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.

Details

Date:
February 15
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
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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

How to Invest in Private Equity in an IRA or Solo 401(k)

This webinar took place on 2/15/2024, but you can watch it below.

Contact Us with any questions.

This informative and interactive webinar is designed to teach you the essentials of how to invest in private equity in your self-directed IRA or solo 401(k).

Private equity and private stock investments in retirement plans generate passive, tax-sheltered income with little to no effort contributed by the account owner. Your retirement plan dollars are used to fund investment projects that capital raisers coordinate, execute, and oversee.

Don’t miss this opportunity to speak with Corey Daharsh of Advanta IRA, who is well-versed and experienced in private equity assets in self-directed retirement plans. He provides education and feedback to attendees, explains how to get started, covers the pros and cons, and shares tips on how to easily repeat successful investing habits.

About the Presenter

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

Corey Daharsh, CISP

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.