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May 2021

Webinar – Investing in Cryptocurrency with Your IRA Made Simple

May 13 @ 12:00 pm - 1:00 pm EDT

As cryptocurrency becomes a more common part of the world's financial and business systems, it also becomes a more popular investment—including in retirement accounts like IRAs and 401(k)s. This webinar will detail what you need to know about investing in cryptocurrency.

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Webinar – Finding Multifamily Investment Deals

May 18 @ 12:00 pm - 1:00 pm EDT

Multifamily investment opportunities continue to increase. If you have considered investing but don’t know where to start or have questions, this is the webinar for you.

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Pitch, Promote, & Prosper

May 21 @ 12:00 pm - 1:30 pm EDT

Join like-minded investors where you will have the unique opportunity to network, pitch, and promote some of your haves and wants. All are welcome and are encouraged to present topics for discussion to the group.

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Webinar – Fix & Flip or Fix & Hold—When to Use Which Strategy

May 25 @ 12:00 pm - 1:00 pm EDT

Are you debating between investing in a rehab project or a rental property? This webinar will highlight the benefits and considerations to both options.

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Webinar – Ensuring Your Investments Are Properly Insured

May 27 @ 12:00 pm - 1:00 pm EDT

Is your investment property properly insured? Adequate insurance is especially important with IRA-owned properties as there are many ways for insurers to deny claims if the properties are not adequately insured. Alex Perny of Advanta IRA share what you need to know.

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June 2021

Webinar – Protecting Your Retirement from a Recession

June 2 @ 12:00 pm - 1:00 pm EDT

With an uncertain market environment, is your retirement savings recession proof? Wall Street Risk Manager Yan Yan shares how to identify, assess, and mitigate risks in your portfolio.

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Protecting Your Retirement from a Recession

With an uncertain market environment, “recession-resistant” and “tax benefit” are hot topics. But how are they quantified? And more importantly, how can you protect your retirement savings?

Scott Maurer of Advanta IRA welcomes Yan Yan, a market risk manager, who will share her expertise on protecting your retirement from dips in the market. During this webinar, you will learn how to identify, assess, and mitigate risks in your portfolio. Yan will use a case study to show why a specific asset class is recession-resistant and can bring great tax benefits compared to other asset classes.

Please join us for an information-filled hour and take advantage of an opportunity to ask an expert her thoughts on upcoming market trends.

Wednesday, June 2, 2021
12 – 1 pm ET (9-10 am PT)

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


About the Presenter

Yan Yan

As a Market Risk Manager on Wall Street, Yan uses her data mining skills to identify long-term trends in real estate investing. Her experience in risk management and portfolio management also gives her a unique perspective to analyze deals. A busy professional and a passive investor herself, Yan understands the challenges passive investors face and founded Sharpe Investor Group to offer a one-stop solution to help investors overcome the hurdles. She is passionate about providing free educational content to help fellow investors invest with confidence. She also believes deals come and go and mutual trust compounds in the long run. In her spare time, Yan enjoys long-distance running. Her Marathon record is 3 hours and 35 mins.