Webinar – The Keys to Successful Private Lending with an IRA

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The Keys to Successful Private Lending with an IRA

Did you know that your IRA can ‘be the bank’ and lend money? Private lending through an IRA is a powerful strategy and tool because you set the rate and the terms for the loan. You can use your self-directed retirement funds to lend secure mortgages, unsecured personal loans, and much more. But understanding the process is critical for success

Alex Perny of Advanta IRA will walk you through the steps needed to ensure your IRA is represented properly. He will cover the basics and benefits of lending through an IRA, the processes of putting together deals, and how to navigate any issues that may arise.

Thursday, January 27, 2021
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

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:
January 27
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
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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

The Keys to Successful Private Lending with an IRA

Did you know that your IRA can ‘be the bank’ and lend money? Private lending through an IRA is a powerful strategy and tool because you set the rate and the terms for the loan. You can use your self-directed retirement funds to lend secure mortgages, unsecured personal loans, and much more. But understanding the process is critical for success

Alex Perny of Advanta IRA will walk you through the steps needed to ensure your IRA is represented properly. He will cover the basics and benefits of lending through an IRA, the processes of putting together deals, and how to navigate any issues that may arise.

Thursday, January 27, 2021
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

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.