Webinar – 5 Simple Steps to Achieve Checkbook Control

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5 Simple Steps to Achieve Checkbook Control

Do you want greater control over your IRA funds? Join us to find out how easy it is to form a checkbook control structure to handle all of your self-directed IRA investments.

Advanta IRA’s, Corey Daharsh and Scott Maurer, will walk you through the following:

  • Every step of the set-up process
  • Establishing the LLC itself
  • What the LLC operating agreement must contain
  • How current self-directed clients have used checkbook LLCs to invest in a variety of alternative assets

Plus, Corey and Scott will answer your questions regarding checkbook control, investing with your IRA, and alternative investment strategies.

Tuesday, April 20 2021
12 – 1 pm ET (9-10 am PT)

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 Presenters

Scott Maurer, CISP

Advanta IRA Scott Maurer, JD, CISPScott 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) and leads engaging seminars and webinars that educate the public 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.

Corey Daharsh, CISPAdvanta IRA Corey Daharsh

Born and raised in central Florida, Corey is a 2014 graduate of the University of South Florida. Having earned a Bachelor’s degree in Business Management, he worked in the finance and banking industry for several years at both large and small institutions before joining Advanta IRA. Corey holds the designation of Certified IRA Services Professional (CISP) and delivers exceptional service and self-directed expertise. Corey has a zest for everything outdoors and enjoys staying active by kayaking, hiking, and any other outdoor adventures he can take on with his wife and dogs. Corey and his wife recently traded in Florida flip-flops for Carolina Mountain tops by moving to Asheville, NC. There Corey continues to deliver impeccable customer service as a Business Development Specialist focused on educating investors on the power of self-directed accounts in the Carolina/Tennessee region.

Details

Date:
April 20
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

5 Simple Steps to Achieve Checkbook Control

Do you want greater control over your IRA funds? Join us to find out how easy it is to form a checkbook control structure to handle all of your self-directed IRA investments.

Advanta IRA’s, Corey Daharsh and Scott Maurer, will walk you through the following:

  • Every step of the set-up process
  • Establishing the LLC itself
  • What the LLC operating agreement must contain
  • How current self-directed clients have used checkbook LLCs to invest in a variety of alternative assets

Plus, Corey and Scott will answer your questions regarding checkbook control, investing with your IRA, and alternative investment strategies.

Tuesday, April 20 2021
12 – 1 pm ET (9-10 am PT)

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 Presenters

Scott Maurer, CISP

Advanta IRA Scott Maurer, JD, CISPScott 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) and leads engaging seminars and webinars that educate the public 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.

Corey Daharsh, CISPAdvanta IRA Corey Daharsh

Born and raised in central Florida, Corey is a 2014 graduate of the University of South Florida. Having earned a Bachelor’s degree in Business Management, he worked in the finance and banking industry for several years at both large and small institutions before joining Advanta IRA. Corey holds the designation of Certified IRA Services Professional (CISP) and delivers exceptional service and self-directed expertise. Corey has a zest for everything outdoors and enjoys staying active by kayaking, hiking, and any other outdoor adventures he can take on with his wife and dogs. Corey and his wife recently traded in Florida flip-flops for Carolina Mountain tops by moving to Asheville, NC. There Corey continues to deliver impeccable customer service as a Business Development Specialist focused on educating investors on the power of self-directed accounts in the Carolina/Tennessee region.