Loading Events

Past Events › Seminars

Events Search and Views Navigation

Find Events

Events Search

Events by Location

Event Categories Seminars

Search for a Topic

Reset Filters

December 2018

Lunch Seminar: Using an LLC for Checkbook Control of Your IRA (Atlanta)

December 14, 2018 @ 11:45 am - 1:15 pm
Advanta IRA – Atlanta – Building 8, 3525 Piedmont Rd. NE, Bldg 8, Ste 101
Atlanta, GA 30305 United States
+ Google Map
Advanta IRA self directed IRA seminar

Checkbook Control, Checkbook IRA, Checkbook LLC--have you heard these terms, but aren't sure what the benefits are, how they work, how to set one up, or what type of entity you should use to gain the control? Mike Ventry of Advanta IRA will cover all of this and more at this lunch seminar. Using a Checkbook IRA is a unique concept that many people have employed over the years for their self-directed IRAs. A Checkbook IRA gives the IRA owner…

Find out more »

Lunch Seminar: How to Set up an LLC and Checkbook Control for your IRA (Tampa Bay)

December 14, 2018 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa Bay Area, 13191 Starkey Road, Suite 2
Largo, 33773 United States
+ Google Map
advanta sdira lunch and learn event

Are you looking for ultimate control of your IRA? Would you like the ability to write checks on the spot for deals over coffee or on the courthouse steps? Have you heard of using an LLC, but aren't sure if it's the right strategy for you? Many investors want real control over their IRA, but aren't sure what steps to take to get that control. During this lunch and learn, Larissa Greene will discuss ways to structure deals using entities for checkbook…

Find out more »

January 2019

Lunch Seminar: Getting Started with a Real Estate IRA (Atlanta)

January 11 @ 11:45 am - 1:15 pm
Advanta IRA – Atlanta – Building 8, 3525 Piedmont Rd. NE, Bldg 8, Ste 101
Atlanta, GA 30305 United States
+ Google Map
advanta sdira lunch and learn event

Have you lost out on a real estate deal because you didn't have the cash? We have heard that from so many people who didn't realize that their IRA or old 401(k) plan could provide the funding for their next real estate investment opportunity. Whether you are looking to acquire a rental property or if you wish to provide financing to a friend for their rehab, you can do it using that old 401(k) you have been neglecting or have…

Find out more »

Lunch Seminar: Real Estate IRA – How to Get Started (Tampa Bay)

January 11 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa Bay Area, 13191 Starkey Road, Suite 2
Largo, 33773 United States
+ Google Map
Advanta IRA self directed IRA seminar

Have you thought about investing in Real Estate, but passed up on opportunities because you didn't have the cash to fund the investment? We hear that from so many people who didn’t know that they can use their IRA or old 401(k) plan to fund real estate investments. Whether you are looking to acquire a rental property or if you wish to provide financing to a friend for their rehab, you can do it using that old 401(k) you have…

Find out more »

Lunch Seminar: How to Lend Money Using Your IRA (Tampa Bay)

January 25 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa Bay Area, 13191 Starkey Road, Suite 2
Largo, 33773 United States
+ Google Map
advanta sdira lunch and learn event

Did you know that you can use your IRA to loan money while reaping a tidy, tax-sheltered profit? IRAs are one of the largest untapped resources for private lending. Your retirement account plays the part of a bank and the borrower can use the capital to purchase a home, a car, or make other investments. These transactions offer great benefits for all parties involved. Your IRA earns tax-sheltered income on the interest of the loan, and the borrower is able…

Find out more »

Lunch Workshop: Investing in Tax Liens with Your IRA (Atlanta)

January 25 @ 12:30 pm - 1:45 pm
Advanta IRA – Atlanta – Building 5, 3525 Piedmont Rd. NE, Bldg. 5, Suite 100
Atlanta, GA 30305 United States
+ Google Map
Logo for the Advanta IRA self-directed IRA services Lunch & Learn event

Self-directed IRAs are used to invest all things real estate: rentals, rehabs, land, notes and mortgages. One lesser known investment option is unpaid property tax bills. Tax lien investments offer several benefits including owning property for pennies on the dollar and high interest rates. Mike Ventry of Advanta IRA welcomes Chantelle Owens of Wealthmore Properties who will share insights and strategies for investing in tax liens and certificates. Plus, Mike will show you how to use your IRA funds to…

Find out more »

Investment Tools and Strategies for Real Estate Professionals

January 31 @ 11:00 am - 12:00 pm
Dennis Realty & Investment Corp Office, 1022 Land O Lakes Blvd.
Lutz, FL 33549 United States
+ Google Map

Self-Directed IRAs are powerful tools that Real Estate professionals and their clients can employ to build retirement wealth. This informative session hosted by Dennis Realty and featuring Larissa Greene from Advanta IRA is a can't miss opportunity for those in Real Estate because it will focus on financial opportunities for both clients and for themselves. For Clients – You will learn about the benefits and processes of investing in real estate using IRAs or old 401(k)s. Many people pass up…

Find out more »

February 2019

Continuing Education for Realtors

February 1 @ 9:30 am - 12:30 pm
Pinellas Realtor Organization, 4590 Ulmerton Road,
Clearwater, FL 33762 United States
+ Google Map

Attention Realtors... Do you want to increase your potential clientele base AND earn 3 CE credits?  Larissa Greene of Advanta IRA will teach REALTORS® about self-directed IRA’s and how retirement funds can be used to purchase and invest in real estate, private mortgages, and many other alternative assets. During this course you will: Learn to use your expertise for your own retirement account Find out how to take advantage of types of accounts directed toward real estate agents as independent  business owners Inform clients…

Find out more »

Lunch Seminar: Using an LLC for Checkbook Control of Your IRA Funds (Atlanta)

February 7 @ 11:45 am - 1:15 pm
Piedmont Center (Bldg. 5), 3525 Piedmont Rd., NE Bldg. 5, Suite 100
Atlanta, GA 30305 United States
+ Google Map
advanta sdira lunch and learn event

Using a "checkbook IRA" is a unique concept that many people have employed over the years for their self-directed IRA. A "checkbook IRA" gives the IRA owner the ability to make IRA investments faster and have much more control over the cash in their IRA account for their various real estate investments. Once someone has decided they want checkbook control for their IRA, the next question becomes: what type of entity should i establish to gain the control? During this…

Find out more »

Lunch Seminar: Rentals, Rehabs, and Notes in Your Self-Directed IRA (Tampa Bay)

February 8 @ 12:00 pm - 1:00 pm
Advanta IRA – Tampa Bay Area, 13191 Starkey Road, Suite 2
Largo, 33773 United States
+ Google Map
advanta sdira lunch and learn event

The most popular type of investment held in self-directed IRAs is real estate. Investing in real estate though is such a broad phrase and includes anything from rehabbing and flipping a house to long or short term rentals and also being a private mortgage lender. During this lunch seminar, we will discuss how you can use your IRA or old 401(k) funds to invest in all of these types of real estate investments. There are a few rules that you…

Find out more »
+ Export Events