Webinar – Active Investment Strategies for Self-Directed Investors

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Active Investment Strategies for Self-Directed Investors

This webinar took place on 12/5/2023, but you can watch it below.

Contact Us with any questions.

Hands-on or hands-off investing—as a self-directed investor, which do you prefer? Active investors prefer a hands-on investment strategy. In this webinar, Scott Maurer of Advanta IRA focuses on investments for self-directed IRAs that are well-suited for people who want more daily control over their portfolio.

He covers:

  • Active investors and investments vs passive investors and investments
  • How an active investor operates within the IRS rules for self-direction
  • Investing scenarios for rehabs, rentals, and other active investments

This webinar is a must-attend for self-directed investors who prefer active involvement in their IRA assets. You’ll leave the session with the knowledge you need to invest with confidence and implement active investing strategies that meet compliance rules.

About the Presenter

Advanta IRA Scott Maurer, JD, CISPScott Maurer, JD, CISP

Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP), leads Advanta IRA’s Business Development team, and delivers engaging seminars and webinars that educate people on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.

Details

Date:
December 5, 2023
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
,

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

Active Investment Strategies for Self-Directed Investors

This webinar took place on 12/5/2023, but you can watch it below.

Contact Us with any questions.

Hands-on or hands-off investing—as a self-directed investor, which do you prefer? Active investors prefer a hands-on investment strategy. In this webinar, Scott Maurer of Advanta IRA focuses on investments for self-directed IRAs that are well-suited for people who want more daily control over their portfolio.

He covers:

  • Active investors and investments vs passive investors and investments
  • How an active investor operates within the IRS rules for self-direction
  • Investing scenarios for rehabs, rentals, and other active investments

This webinar is a must-attend for self-directed investors who prefer active involvement in their IRA assets. You’ll leave the session with the knowledge you need to invest with confidence and implement active investing strategies that meet compliance rules.

About the Presenter

Advanta IRA Scott Maurer, JD, CISPScott Maurer, JD, CISP

Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP), leads Advanta IRA’s Business Development team, and delivers engaging seminars and webinars that educate people on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.