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Events

Foundations of Self-Directed IRAs
Online
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This informal webinar will cover IRA basics and the many advantages of a self-directed IRA. Learn how you can benefit from alternative assets such as real estate, precious metals, hard money lending, etc. Take the first step to controlling your retirement!

Creative Account Strategies
Online
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Tax advantaged accounts like IRAs, HSAs, and Individual 401(k)s can be a major part of your overall financial strategy.  Join us for this webinar, which describes some of the most effective uses of these accounts.  We will discuss topics like cash flow to cover Required Minimum Distributions after 72, distributing your IRA-owned beach house to yourself after 59½, Traditional to Roth conversions, which retirement accounts can be rolled over into other accounts, generational wealth issues, and long term investments for health care expenses.  Bring your imagination and any questions that you might have!

Tax Liens 2020 – The No Hype Crash Course
Online
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This year’s Tax Lien season is fast approaching! Before it arrives, learn the facts and throw out the hype that is attached to this complex investment strategy. Join the PIP Group’s Founder and CEO, Charles Sells, as he educates on the intricate investment strategy also known as Tax Liens. Chris Tanner of New Direction Trust Company will also share how to utilize retirement funds for this unique investment.

 
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