Active Investment Strategies for Self-Directed Investors
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.
Register today.
Webinar Details
Tuesday, December 5, 2023
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 Presenter
Scott 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.
Active Investment Strategies for Self-Directed Investors
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.
Register today.
Webinar Details
Tuesday, December 5, 2023
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 Presenter
Scott 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.
