Webinar – Is Your IRA Investing in Small Businesses?

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Is Your IRA Investing in Small Businesses?

WEBINAR DETAILS

This webinar took place on 8/3/2023, but you can watch it below.

Contact Us with any questions.

Did you know that there are ways of investing in small businesses, the backbone of the American economy, which exist entirely outside of publicly traded equities?

Join Corey Daharsh of Advanta IRA as he welcomes Jason Ehrlich of Fruition Capital to share how to gain exposure to this attractive asset class which often hides in plain sight.

During this webinar you’ll learn how to capitalize on the generational transfer of business ownership occurring as baby boomers retire, understand the different vehicles used for investing in small businesses, and identify the key questions to ask when considering an investment opportunity.

About the Presenter

Headshot of Jason Ehrlich.

Jason Ehrlich is the founder and Principal of Fruition Capital, which provides private investors with the ability to capitalize on the once-in-a-generation transfer of business ownership occurring as baby boomers age into retirement. These operating businesses with long track records of stable performance provide an excellent balance of cash flow and appreciation with very low correlation to the performance of publicly traded equities.

Details

Date:
August 3, 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

Is Your IRA Investing in Small Businesses?

WEBINAR DETAILS

This webinar took place on 8/3/2023, but you can watch it below.

Contact Us with any questions.

Did you know that there are ways of investing in small businesses, the backbone of the American economy, which exist entirely outside of publicly traded equities?

Join Corey Daharsh of Advanta IRA as he welcomes Jason Ehrlich of Fruition Capital to share how to gain exposure to this attractive asset class which often hides in plain sight.

During this webinar you’ll learn how to capitalize on the generational transfer of business ownership occurring as baby boomers retire, understand the different vehicles used for investing in small businesses, and identify the key questions to ask when considering an investment opportunity.

About the Presenter

Headshot of Jason Ehrlich.

Jason Ehrlich is the founder and Principal of Fruition Capital, which provides private investors with the ability to capitalize on the once-in-a-generation transfer of business ownership occurring as baby boomers age into retirement. These operating businesses with long track records of stable performance provide an excellent balance of cash flow and appreciation with very low correlation to the performance of publicly traded equities.