National Members Portal

NARPM Lakeland – Invest in Real Estate Using Retirement Funds

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Date/Time
Date(s) - Jan 24, 2017
11:30 am - 1:30 pm

Location
Sunshine Bank

Categories


larissa greene 600

Presented by Larissa Green

Larissa is associate director of marketing and education at Advanta IRA Services, LLC. She educates potential and current clients on self-directed IRAs and IRS section 4975 on prohibited transactions and disqualified persons. Larissa has the designation of Certified IRA Services Professional from the American Bankers Association for being knowledgeable on the subject of IRAs. She is the editor of Advanta IRA’s newsletter, The Quarterly Contribution.

 

 

 

 

 

 

Discover the benefits and possibilities.  

The presentation will give realtors the requisite knowledge on self-directed IRAs to advise their own current investors and help them to work with future investors, as well. There is a widespread misconception that permissible IRA investments are limited to stocks, bonds, mutual funds and CD’s. Individuals with self-directed IRAs invest in rentals, rehabs and much more.

  • Learn to use your expertise for your own retirement account
  • Find out which types of accounts can be self-directed
  • Discover what investments can be made within a self-directed IRA
  • Become a Self-Directed IRA Specialist through Advanta U Program

 

larissa greene 600

Presented by Larissa Green

Larissa is associate director of marketing and education at Advanta IRA Services, LLC. She educates potential and current clients on self-directed IRAs and IRS section 4975 on prohibited transactions and disqualified persons. Larissa has the designation of Certified IRA Services Professional from the American Bankers Association for being knowledgeable on the subject of IRAs. She is the editor of Advanta IRA’s newsletter, The Quarterly Contribution.

 

 

 

 

 

 

 

THANKS TO OUR SPONSOR

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