Webinar – How to Raise Capital Through Self-Directed IRA Funds

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How to Raise Capital Through Self-Directed IRA Funds

Advanta IRA’s Larissa Green and Scott Maurer lead this power hour to explain the dynamics of how to raise capital by working with people who use self-directed IRAs.

Self-directed IRAs are used by people who build retirement wealth through alternative investments—and capital raises fall within this asset class. Capital raisers, such as venture capitalists, syndicators, and private equity professionals, can tap into trillions of retirement funds as an additional source of capital raising.

This webinar shows capital raisers the advantages and mechanics of introducing self-directed investing to current and potential clients.

Attendees will learn:

  • Why self-directed IRAs are a great source of capital
  • Types of retirement accounts that can be used for private raises
  • Process to move money into SD IRAs (transfers and rollovers)
  • Types of investment structures for raising capital
  • Case studies for raising capital for private offerings or through private loans
  • When and how UBIT might apply when using IRA funds

Reserve your spot today to discover how capital raisers and investors can find mutual benefits using SDIRAs as investing vehicles.

Webinar Details

Tuesday, August 6, 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

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.

In her time with Advanta IRA, Larissa has seen IRA holders invest in common alternative assets like real estate, precious metals, cryptocurrency, and start-ups to more unique investments like racehorses, cattle, movie projects, sports teams, airplanes, and crypts.

Scott MaurerAdvanta IRA Scott Maurer, JD, CISP

Scott Maurer, Vice President of Business Development, is a recognized expert in self-directed IRAs. With a law degree from the University of Florida and as a designated Certified IRA Services Professional (CISP), Scott’s keen understanding of rules and regulations fuels his passion for educating others on the power of investing in alternative assets using self-directed IRAs.

Scott is a frequent guest on retirement and investing webinars and podcasts. He has shown thousands of individuals how to achieve financial freedom by teaching them how to use their retirement funds to invest in private placements, real estate, private lending, and more. Throughout his two decades in the industry, he has watched numerous unique investments unfold, giving him a great perspective of what is possible when people take control of their retirement funds and investing decisions.

Details

Date:
August 6
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 Raise Capital Through Self-Directed IRA Funds

Advanta IRA’s Larissa Green and Scott Maurer lead this power hour to explain the dynamics of how to raise capital by working with people who use self-directed IRAs.

Self-directed IRAs are used by people who build retirement wealth through alternative investments—and capital raises fall within this asset class. Capital raisers, such as venture capitalists, syndicators, and private equity professionals, can tap into trillions of retirement funds as an additional source of capital raising.

This webinar shows capital raisers the advantages and mechanics of introducing self-directed investing to current and potential clients.

Attendees will learn:

  • Why self-directed IRAs are a great source of capital
  • Types of retirement accounts that can be used for private raises
  • Process to move money into SD IRAs (transfers and rollovers)
  • Types of investment structures for raising capital
  • Case studies for raising capital for private offerings or through private loans
  • When and how UBIT might apply when using IRA funds

Reserve your spot today to discover how capital raisers and investors can find mutual benefits using SDIRAs as investing vehicles.

Webinar Details

Tuesday, August 6, 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

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.

In her time with Advanta IRA, Larissa has seen IRA holders invest in common alternative assets like real estate, precious metals, cryptocurrency, and start-ups to more unique investments like racehorses, cattle, movie projects, sports teams, airplanes, and crypts.

Scott MaurerAdvanta IRA Scott Maurer, JD, CISP

Scott Maurer, Vice President of Business Development, is a recognized expert in self-directed IRAs. With a law degree from the University of Florida and as a designated Certified IRA Services Professional (CISP), Scott’s keen understanding of rules and regulations fuels his passion for educating others on the power of investing in alternative assets using self-directed IRAs.

Scott is a frequent guest on retirement and investing webinars and podcasts. He has shown thousands of individuals how to achieve financial freedom by teaching them how to use their retirement funds to invest in private placements, real estate, private lending, and more. Throughout his two decades in the industry, he has watched numerous unique investments unfold, giving him a great perspective of what is possible when people take control of their retirement funds and investing decisions.