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Maximize Your Deductible Contributions This Tax Season
Join Alex Perny and Larissa Greene of Advanta IRA as they review the deadlines that you need to be aware of when it comes to making sure you are maximizing your deductible contributions for 2021. They will also cover tips for self-employed individuals who hold SEP, SIMPLE, or Individual 401(k) accounts.
Don’t leave deduction money on the table. Alex and Larissa will teach you how to utilize strategies that make most of the tax benefits these plans offer. Register today to learn how you can be ready before the 2021 tax season closes.
Webinar Details
Tuesday, April 5, 2022
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 Presenters
Larissa Greene, CISP
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.
Alex Perny, CISP
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.
Maximize Your Deductible Contributions This Tax Season
Join Alex Perny and Larissa Greene of Advanta IRA as they review the deadlines that you need to be aware of when it comes to making sure you are maximizing your deductible contributions for 2021. They will also cover tips for self-employed individuals who hold SEP, SIMPLE, or Individual 401(k) accounts.
Don’t leave deduction money on the table. Alex and Larissa will teach you how to utilize strategies that make most of the tax benefits these plans offer. Register today to learn how you can be ready before the 2021 tax season closes.
Webinar Details
Tuesday, April 5, 2022
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 Presenters
Larissa Greene, CISP
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.
Alex Perny, CISP
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.
