Pitch, Promote, & Prosper
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. Read More
Webinar – Take More Control of Your Solo 401(k)
Do you have a Solo 401(k) and want more control of your account, or are you a small business owner and want to learn more about opening a Solo 401(k) with checkbook control? This webinar gives you all of the information you need to set up a … Read More
Webinar – The 411 on Cryptocurrency in an IRA
Does the 2020 surge in Bitcoin and other cryptocurrencies have your attention? Are you thinking about investing but don't know how? Do you know how to invest with your retirement funds? Advanta IRA’s panel of experts will help you understand investing in cryptocurrencies with your IRA. Read More
Webinar – Take Charge of Your IRA with Checkbook Control
If you want an extra degree of control when you invest with your IRA, you should consider a checkbook control IRA. Many investors choose the checkbook IRA, so they can make deals on their own time, but is it the right strategy for you? Read More
Webinar – Multifamily Investing Strategies with Vinney Chopra
Seasoned investor, Vinney Chopra shares his insights on investing in multifamily property including the current state of the multi-family market, how to identify deals, and what to look for in the deals that you identified. Read More
Webinar – The Impact of the CARES Act on Your 2020 Taxes
Learn how to take advantage of the CARES Act legislation for your retirement savings strategies and 2020 tax planning. Read More
Webinar – Roth IRA Conversions = Tax Savings
The Roth conversion deadline is 12/31. Learn how you can save money on your taxes by executing this strategy prior to the deadline. Read More
Webinar – Learn How to Invest in Startups & Private Equity with Your Retirement Funds
Investing in startups and private equity can be great ways to create wealth—especially if you can get in on the ground floor—but most people have more questions than answers. Saxon Baum of Florida Funders explains how to invest in startups and how companies like Florida Funders find … Read More
Webinar – HSAs – Protect Your Health While Building Wealth
With open enrollment right around the corner and COVID-19 still present in our lives, understanding your healthcare options is more important than ever. Alex Perny explains how your can protect your health while building wealth. Read More
Webinar – Mailbox Money for Your IRA
Alex Perny shares a variety of strategies our clients have used to earn mailbox money, also known as passive income, in their IRAs. If 'More Money' with 'Less Effort' appeals to you, tune in to this Webinar. Read More
