Loading Events

Past Events

Events Search and Views Navigation

Find Events

Events Search

Events by Location

Event Categories

Search for a Topic

Reset Filters

April 2019

Eaton Realty’s Workshop: How to Invest in Real Estate with Your Retirement Account (Lithia, FL)

April 24 @ 6:30 pm - 8:30 pm
Eaton Realty, 14012 Spector Rd.
Lithia, FL 33547-4327
+ Google Map

There is a widespread misconception that permissible IRA investments are limited to stocks, bonds, mutual funds, and CDs. A self-directed IRA allows investors to capitalize on a broad range of investments such as real estate of any kind, including single family homes, condos, mortgage loans, tax liens, private placements, and much more. Eaton Realty welcomes Larissa Greene from Advanta IRA who will discuss the types of retirement plans that can be self-directed, the types of real estate investments permitted within…

Find out more »

Lunch Seminar: Real Estate Investment Funding Strategies (Atlanta)

April 26 @ 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
Logo for the Advanta IRA self-directed IRA services Lunch & Learn event

When someone says "I want to invest in real estate", what exactly do they mean? Are they looking at buying a single family rental home, or maybe do a short-term flip on that house down the street? Are they looking at simply pooling their funds together with other investors for a larger investment? Join us for this informative lunch and learn where we will explore a number of different ways that you can "invest in real estate". Kevin Purce of…

Find out more »

Webinar: Multifamily Real Estate—You Have Questions, We Have Answers

April 30 @ 12:00 pm - 1:00 pm

Many people are familiar with investing in single-family homes and condos, but we have seen more and more people interested in multifamily investing. While this type of investment is becoming more common, many investors still have a lot of questions. Advanta IRA is excited to welcome industry expert, Ivan Madrigal from Asset Legacy Group, to answer all of your multifamily property questions. This webinar is will feature a brief overview of multifamily investing, but the majority of the time will be…

Find out more »

May 2019

Lunch Seminar: Buy That Fixer Upper in Your IRA (Tampa Bay)

May 3 @ 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

You have probably driven by that house or condo in your neighborhood that you know would be a good investment opportunity. You could buy it and flip it. Or you could simply buy it, fix it up and find a long-term tenant. The question then becomes: where can I can get the money to take advantage of this opportunity? Whether you are looking to flip a property for a quick profit or build long term wealth, join us to learn…

Find out more »

Webinar: How Experts Perform Due Diligence on Multifamily Properties

May 10 @ 12:00 pm - 1:00 pm

Scott Maurer of Advanta IRA joins Yuen Yung, CEO of Upside Avenue who will be sharing insights on what companies look for when analyzing a multifamily project, what assumptions go into underwriting a project, and what investors can expect for returns and profits in this current market cycle. Yuen Yung will discuss the reasons investing in multifamily real estate is a smart way to diversify your portfolio. Scott Maurer will talk about multifamily investing with a self-directed IRA. Please note…

Find out more »

Meet with Senator Ed Hooper to Express Concerns on the Future of Private Lending

May 15 @ 11:00 am - 12:00 pm
Joe’s Crab Shack, 2730 Gulf to Bay Blvd
Clearwater, FL 33755 United States
+ Google Map

Advanta IRA welcomes Senator Ed Hooper to hear your concerns about the future of private lending in Florida. Over the past three years, legislation has been proposed that would negatively impact both borrowers and lenders by eliminating a longstanding business purpose exemption for loans secured by a dwelling. This legislation would make it more difficult and costlier for individuals in Florida to borrow and lend money. Fortunately, the Florida Legislators chose to omit the language that would have required private mortgage lenders to…

Find out more »

Lunch Seminar: Setting Up Checkbook Control for Your IRA (Atlanta)

May 17 @ 11:45 am - 1:15 pm
Advanta IRA – Atlanta – Building 5, 3525 Piedmont Rd. NE, Bldg. 5, Suite 100
Atlanta, GA 30305 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, Kevin Purce will discuss ways to structure deals using entities for checkbook…

Find out more »

Webinar: Investing in Start-Ups and Private Equity with an IRA

May 17 @ 12:00 pm - 1:00 pm

Alex Perny from Advanta IRA welcomes Saxon Baum from Florida Funders to discuss investing in private companies and start-ups with an IRA. This webinar will cover everything from the different types of offerings, to who may or may not qualify for these investments, and how the investments are structured. Alex Perny will explain how to invest in start-ups and private equity with a self-directed IRA. Don't miss this informative Webinar Register Now!

Find out more »

Webinar: Buying vs. Lending—Which is the Best Strategy for Your IRA?

May 22 @ 12:00 pm - 1:00 pm
advanta sdira webinar

One of the main benefits of self-direction is the ability to invest in an almost unlimited list of alternative assets. Two of the most common wealth-building investment strategies our clients use are buying property and lending money. Both strategies have tax advantages that you should understand. This webinar, hosted by Advanta IRA's Larissa Greene and Alex Perny, will review the benefits and considerations for both of these strategies when using your IRA or old 401(k) to invest. This webinar is perfect for…

Find out more »

Invest Florida Meet-Up—Tax-Deferred Real Estate Investing

May 22 @ 6:00 pm - 8:00 pm
Suites at Madison, 412 East Madison St., 12th Floor, Suite 1206
Tampa, FL 33602 United States
+ Google Map

When looking to make investments in real estate, too often an investor may forget about or neglect to consider the tax aspects of their transaction.  For those who utilize either a 1031 exchange or invest inside of a retirement plan, the savings can be huge. Join us at this month's Invest Florida Meet-Up where we will have Dave Foster of Exchange Resource Group discuss the impact of taxes in your next real estate deal and how you can legally avoid…

Find out more »
+ Export Events