Webinar – Private Lending and IRAs—Know What to Do if Issues Arise

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The Ups and Downs of Private Lending in IRAs

You, as an investor, have tremendous options when you chose to lend money from you Advanta IRA, but it is important to understand what to do when things don’t go according to plan. Whether you have lent someone a secured first mortgage or an unsecured personal loan, there are important steps that you need to take to make sure your IRA is properly represented in case a borrower stops paying.

During this webinar, Advanta IRA’s Alex Perny will review best practices to handle issues, who you need to contact if you want to pursue legal action, and how best to coordinate with Advanta IRA to ensure any action you take is done correctly.

DATE: Wednesday, March 25, 2020
TIME: 12:00 pm – 1:00 pm ET

Login Information

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

REGISTER TODAY

About the Presenter

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:
March 25
Time:
12:00 pm - 1:00 pm ET EDT
Cost:
FREE
Event Category:
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

The Ups and Downs of Private Lending in IRAs

You, as an investor, have tremendous options when you chose to lend money from you Advanta IRA, but it is important to understand what to do when things don’t go according to plan. Whether you have lent someone a secured first mortgage or an unsecured personal loan, there are important steps that you need to take to make sure your IRA is properly represented in case a borrower stops paying.

During this webinar, Advanta IRA’s Alex Perny will review best practices to handle issues, who you need to contact if you want to pursue legal action, and how best to coordinate with Advanta IRA to ensure any action you take is done correctly.

DATE: Wednesday, March 25, 2020
TIME: 12:00 pm – 1:00 pm ET

Login Information

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

REGISTER TODAY

About the Presenter

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.