Webinar – Checkbook IRA Basics

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Checkbook IRA Basics

What is a checkbook IRA? And what makes it a powerful investment tool?

The Checkbook IRA is one of the most flexible and diverse vehicles available to retirement account investors. It provides investors with direct access to their funds and an unmatched ability to make unique deals and diverse investments within their retirement account.

Join Corey Daharsh of Advanta IRA as he covers some of the key aspects to establishing, investing, and winding down a Checkbook Control IRA.

Thursday, September 2, 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

Corey Daharsh, CISP

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:
September 2
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
View Organizer Website

Other

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

Checkbook IRA Basics

What is a checkbook IRA? And what makes it a powerful investment tool?

The Checkbook IRA is one of the most flexible and diverse vehicles available to retirement account investors. It provides investors with direct access to their funds and an unmatched ability to make unique deals and diverse investments within their retirement account.

Join Corey Daharsh of Advanta IRA as he covers some of the key aspects to establishing, investing, and winding down a Checkbook Control IRA.

Thursday, September 2, 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

Corey Daharsh, CISP

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.