Webinar – Investing for Women—Tips, Strategies & Case Studies

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Investing for Women—Tips, Strategies & Case Studies

WEBINAR DETAILS

This webinar took place on 9/26/2023, but you can watch it below.

Contact Us with any questions.

For women, investing is taking on a new look. Join us as Advanta IRA’s Larissa Greene and Reneika Lightbourne highlight the significance of investing for women. Their goal is to empower you to take control of your retirement futures using self-directed IRAs.

While this event is geared toward women, these strategies and case studies apply to everyone.

Larissa and Reneika will share:

  • How entrepreneurial women can save for retirement
  • Spousal contributions for married women without income
  • Types of alternative assets like private lending and precious metals
  • Self-directed account types and how they work
  • Case studies including a few of their personal self-directed IRA strategies

About the Presenters

Larissa Greene Advanta IRALarissa Greene, CISP

Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.

Reneika Lightbourne, CISPReneika Lightbourne, CISP

Reneika grew up in The Bahamas, but attended Lindenwood University in St. Charles, MO where she received degrees in Corporate Communications and Nonprofit Management. She earned her MBA from the University of Phoenix and holds the designation of Certified IRA Services Professional (CISP). Prior to joining Advanta IRA she worked in B2B financial services in Atlanta. As a Business Development Specialist, Reneika assists clients in the greater Atlanta area with using self-directed IRAs to invest in alternative assets. Reneika is an avid sports and art lover, an active investor and enjoys spending time with family.

Details

Date:
September 26, 2023
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

Investing for Women—Tips, Strategies & Case Studies

WEBINAR DETAILS

This webinar took place on 9/26/2023, but you can watch it below.

Contact Us with any questions.

For women, investing is taking on a new look. Join us as Advanta IRA’s Larissa Greene and Reneika Lightbourne highlight the significance of investing for women. Their goal is to empower you to take control of your retirement futures using self-directed IRAs.

While this event is geared toward women, these strategies and case studies apply to everyone.

Larissa and Reneika will share:

  • How entrepreneurial women can save for retirement
  • Spousal contributions for married women without income
  • Types of alternative assets like private lending and precious metals
  • Self-directed account types and how they work
  • Case studies including a few of their personal self-directed IRA strategies

About the Presenters

Larissa Greene Advanta IRALarissa Greene, CISP

Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.

Reneika Lightbourne, CISPReneika Lightbourne, CISP

Reneika grew up in The Bahamas, but attended Lindenwood University in St. Charles, MO where she received degrees in Corporate Communications and Nonprofit Management. She earned her MBA from the University of Phoenix and holds the designation of Certified IRA Services Professional (CISP). Prior to joining Advanta IRA she worked in B2B financial services in Atlanta. As a Business Development Specialist, Reneika assists clients in the greater Atlanta area with using self-directed IRAs to invest in alternative assets. Reneika is an avid sports and art lover, an active investor and enjoys spending time with family.