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 share with fellow investors.

Join Larissa Greene and Alex Perny 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.

There will also be an educational portion of the meeting featuring tips and strategies for investing with your IRA.

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, August 14, 2020
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

Larissa Greene

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.

Advanta IRA Alex PernyAlex Perny

Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.

Details

Date:
August 14
Time:
12:00 pm - 1:30 pm ET EDT
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 share with fellow investors.

Join Larissa Greene and Alex Perny 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.

There will also be an educational portion of the meeting featuring tips and strategies for investing with your IRA.

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, August 14, 2020
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

Larissa Greene

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.

Advanta IRA Alex PernyAlex Perny

Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.