Pitch, Promote, & Prosper

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Pitch, Promote, & Prosper—IRA Investment Marketplace & Networking Forum

Do you have an investment opportunity you want to buy or sell? This event is your chance to connect and network with fellow investors.

Join Reneika Lightbourne and Clay Malcolm of Advanta IRA for Pitch, Promote and Prosper—a virtual networking and investment marketplace.

All are welcome and encouraged to present topics for discussion to the group. Attendees will have a chance to introduce themselves and “pitch” investment opportunities to the group and/or share services they provide.

Join like-minded investors to network, pitch, and promote some of your haves and wants.

Please note that this is a live, virtual event and it will not be recorded.

Friday, January 29, 2021
12:00 pm – 1:30 pm ET
Event will be held via Zoom 

Login Information

You will receive an email from Advanta IRA with login information for this Zoom event. If you don’t receive this email, please check your SPAM folder or contact Advanta IRA at 800.425.0653.

Disclaimer

By registering for this online, live event, you are acknowledging that Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the online event as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may take part in this event.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

REGISTER TODAY

About the Presenters

Reneika Lightbourne

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 also earned her MBA from the University of Phoenix. 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.

Clay Malcolm, CISP

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University and is also a life-long golfer and avid hiker.

Details

Date:
January 29
Time:
12:00 pm - 1:30 pm ET EST
Cost:
FREE
Event Categories:
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Event Tags:
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Organizer

Advanta IRA
Phone:
800-425-0653
Email:
info@AdvantaIRA.com
Website:
https://www.advantaira.com/

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA

Pitch, Promote, & Prosper—IRA Investment Marketplace & Networking Forum

Do you have an investment opportunity you want to buy or sell? This event is your chance to connect and network with fellow investors.

Join Reneika Lightbourne and Clay Malcolm of Advanta IRA for Pitch, Promote and Prosper—a virtual networking and investment marketplace.

All are welcome and encouraged to present topics for discussion to the group. Attendees will have a chance to introduce themselves and “pitch” investment opportunities to the group and/or share services they provide.

Join like-minded investors to network, pitch, and promote some of your haves and wants.

Please note that this is a live, virtual event and it will not be recorded.

Friday, January 29, 2021
12:00 pm – 1:30 pm ET
Event will be held via Zoom 

Login Information

You will receive an email from Advanta IRA with login information for this Zoom event. If you don’t receive this email, please check your SPAM folder or contact Advanta IRA at 800.425.0653.

Disclaimer

By registering for this online, live event, you are acknowledging that Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the online event as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may take part in this event.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

REGISTER TODAY

About the Presenters

Reneika Lightbourne

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 also earned her MBA from the University of Phoenix. 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.

Clay Malcolm, CISP

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University and is also a life-long golfer and avid hiker.