Webinar – How to Invest in Start-Ups with Your IRA

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How to Invest in Start-Ups with Your IRA

In this webinar, Alex Perny of Advanta IRA will discuss what it means to invest in private companies and how to invest in start-ups with an IRA.

Alex will cover the following:

  • What the current market for start-up investing looks like, and what this means for you as the investor.
  • How these types of deals are structured.
  • How IRAs can be used to effectively invest in deal types like private stock, limited partnerships, convertible debt, debentures, and much more.

Plus, Alex will answer your questions regarding how to invest in start-ups and how these assets are structured in your IRA.

Webinar Details

This webinar took place on 3/16/2023, but you can still watch it here.

Contact Us with any questions.

About the Presenter

Advanta IRA Alex PernyAlex Perny, CISP

Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.

Details

Date:
March 16
Time:
12:00 pm - 1:00 pm EDT
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 Start-Ups with Your IRA

In this webinar, Alex Perny of Advanta IRA will discuss what it means to invest in private companies and how to invest in start-ups with an IRA.

Alex will cover the following:

  • What the current market for start-up investing looks like, and what this means for you as the investor.
  • How these types of deals are structured.
  • How IRAs can be used to effectively invest in deal types like private stock, limited partnerships, convertible debt, debentures, and much more.

Plus, Alex will answer your questions regarding how to invest in start-ups and how these assets are structured in your IRA.

Webinar Details

This webinar took place on 3/16/2023, but you can still watch it here.

Contact Us with any questions.

About the Presenter

Advanta IRA Alex PernyAlex Perny, CISP

Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.