Webinar – The Power of Checkbook Control IRAs!

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The Power of Checkbook Control IRAs!

What are checkbook control IRAs? How are they structured? What makes them such powerful investment tools?

With 20 years of combined self-directed IRA experience, Scott Maurer, JD, CISP, and Alex Perny, CISP will answer these questions and much more in this webinar. Learn how these accounts are structured, what benefits can be expected while using them, and what you need to do to use an LLC or trust for checkbook control in a self-directed IRA.

Not only will Scott and Alex provide a solid foundation for this type of IRA structure, but they will also explore issues and provide solutions that they have seen throughout the years.

Don’t miss this deep dive into using checkbook control in your IRA.

Wednesday, July 29, 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

Advanta IRA Alex Perny

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.

 

Scott Maurer, JD, CISPAdvanta IRA Scott Maurer, JD, CISP

Scott 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.

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

The Power of Checkbook Control IRAs!

What are checkbook control IRAs? How are they structured? What makes them such powerful investment tools?

With 20 years of combined self-directed IRA experience, Scott Maurer, JD, CISP, and Alex Perny, CISP will answer these questions and much more in this webinar. Learn how these accounts are structured, what benefits can be expected while using them, and what you need to do to use an LLC or trust for checkbook control in a self-directed IRA.

Not only will Scott and Alex provide a solid foundation for this type of IRA structure, but they will also explore issues and provide solutions that they have seen throughout the years.

Don’t miss this deep dive into using checkbook control in your IRA.

Wednesday, July 29, 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

Advanta IRA Alex Perny

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.

 

Scott Maurer, JD, CISPAdvanta IRA Scott Maurer, JD, CISP

Scott 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.