Webinar – Creating Financial Freedom

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Creating Financial Freedom

Regardless of where you are on your journey to and through retirement, one thing everyone has in common is the desire to create financial freedom.
What does that look like for you?
Perhaps you don’t need income from your retirement account yet. That might mean you are willing to make investments without current cash flow, but will have a future payout.
If you are retired and take distributions monthly from your IRA, you may want investments that generate cash monthly.

The bigger question is, how does your self-directed IRA fit into your plans?

Join Clay Malcolm and Larissa Greene of Advanta IRA as they take a deep dive into investment strategies and how these strategies can help you create the financial freedom you deserve.

Tuesday, June 30, 2020
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 Presenters

Clay Malcolm

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay has served on the American Bankers Association IRA steering committee and received his Bachelor of Science degree in Communications from Northwestern University.  He is also a life-long golfer and avid hiker.

 

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.

Details

Date:
June 30
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

Creating Financial Freedom

Regardless of where you are on your journey to and through retirement, one thing everyone has in common is the desire to create financial freedom.
What does that look like for you?
Perhaps you don’t need income from your retirement account yet. That might mean you are willing to make investments without current cash flow, but will have a future payout.
If you are retired and take distributions monthly from your IRA, you may want investments that generate cash monthly.

The bigger question is, how does your self-directed IRA fit into your plans?

Join Clay Malcolm and Larissa Greene of Advanta IRA as they take a deep dive into investment strategies and how these strategies can help you create the financial freedom you deserve.

Tuesday, June 30, 2020
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 Presenters

Clay Malcolm

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay has served on the American Bankers Association IRA steering committee and received his Bachelor of Science degree in Communications from Northwestern University.  He is also a life-long golfer and avid hiker.

 

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.