Advanced Education Series for Professionals

On Self-Directed Alternative Asset Investing

Learn about the wealth-building opportunities available with self-directed IRAs and Solo(k) plan accounts from one of the most knowledgeable industry leaders.

This advanced education course is designed for advisors, real estate and mortgage brokers, tax professionals, accountants and attorneys who are interested in learning more about self-directed alternative asset investing in IRAs and Solo(k) plans.

Topics covered in the Professional Advanced Education Series:

  • Retirement Savings: An Overview
  • Self-Directed IRAs: An Overview
  • SDI Basics: Disqualified Persons, Prohibited Transactions and Plan Asset Rules
  • The Solo(k) Plan
  • Changes and Recent Court Cases in IRA Law
  • Logistics of Opening and Funding a New Account
  • Process of Submitting Private Placements
  • Process & Procedures for Investing
  • Investment Options
  • Leveraging Real Estate with Non-Recourse Loans
  • UBIT Considerations
  • Marketing Strategies to Incorporate Self-Directed IRAs into Your Practice

Webinar Format

We will use a Web-enabled format delivered through WebEx to allow for more convenient desktop participation.

Schedule of Advanced Education Sessions

We will schedule the next Advanced Education webinar series starting in 2012.

Specific dates for the series will be published on this site in early 2012.

Please check this page of our website for specific dates and times.

If you have any questions, contact our Business Resource Center Professionals Support at 866.818.4472 or email us at professionals@pensco.com.