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June 2018

Lunch Seminar: Peer to Peer Lending with Your IRA (Atlanta)

June 29 @ 11:45 am - 1:15 pm
Advanta IRA – Atlanta – Building 8, 3525 Piedmont Rd. NE, Bldg 8, Ste 101
Atlanta, GA 30305 United States
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Do you want to invest in real estate but don't have the time or patience to maintain a rental property or manage a fix-and-flip? Do you have the cash to act as a financier but want someone else to do the legwork on finding properties?   If you are nodding "yes", then this seminar is geared towards you.  Many individuals have become private lenders and used their IRA and old 401(k) monies as the source for their private loans. Join us as Mike Ventry of Advanta…

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Lunch Seminar: Control Your IRA With Private Notes (Tampa)

June 29 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa Bay Area, 13191 Starkey Road, Suite 2
Largo, 33773 United States
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Do you want to determine the rate at which your IRA will grow? Would you like to have the potential for a guaranteed return year after year?  Many individuals have achieved this level of financial freedom with their IRAs by having their IRA make private loans.  Join us as Larissa Greene of Advanta IRA shows you how your IRA can "be the bank", and make private lending  part of your retirement strategy. During this free lunch seminar, we will also touch on many aspects…

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July 2018

Webinar: How to Self-Direct Your Health Savings Account (HSA)

July 6 @ 12:00 pm - 1:00 pm

With rising health care costs, have you wondered what ways you can best leverage your assets and knowledge to get ahead in the health care game? Have you heard about Health Savings Accounts (HSA)? If you have, did you know that HSA funds can be invested in several different ways? This in-depth webinar on Health Savings Accounts we will explore the amazing tax savings you can achieve and how to take control of your health related expenses. We will also…

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Webinar: Analyzing Rental Properties from Two Perspectives

July 12 @ 12:00 pm - 1:00 pm

There are often two separate investments when someone buys a rental home. There is an investment by the Buyer, and also an investment by the Lender, who is providing the capital to the Buyer. Please join Larissa Greene, Certified IRA Services Professional, as she welcomes Tyler Sheff as a guest to discuss analyzing rental properties from each of these two perspectives. Tyler hosts the "Cash Flow Guys Learn to Earn" Podcast and hosts a monthly Cash Flow game as well. He is a huge proponent…

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Workshop: Passive Real Estate Investing with Ramon Tookes (Atlanta)

July 13 @ 11:45 am - 1:00 pm
Piedmont Center (Bldg. 5), 3525 Piedmont Rd., NE Bldg. 5, Suite 100
Atlanta, GA 30305 United States
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When using your IRA to invest in real estate, one question you have to ask yourself is: How active and involved do I want to be?  You could buy a property for rental or rehab and take on the responsibility for overseeing the project. Alternatively, you could look to use your IRA to invest passively, and have your IRA act as the financier for other investors. During this free lunch workshop, Mike Ventry of Advanta IRA will show you how your…

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