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Upcoming Events

Ride the Wave!

Orange County, CA
Oct 29-30, 2018 
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SPONSORSHIP OPPORTUNITIES AVAILABLE 

Click here to learn more and download brochure

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Sponsorship Opportunities w/Retirement Industry Trust Association

Self-directed IRA Education

Retirement Industry Trust Association -RITA Organization

 

THE RITA IRA INSTITUTE

Aurora, CO
May 9-11, 2018 
  • IRAs with an emphasis on self-directed IRAs
  • Anti-fraud measure
  • Prohibited transactions
  • Investment issues, such as real estate, LLCs, private placement, and promissory notes
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THE RITA IRA INSTITUTE

Oak Brook, IL
Sep 5-7, 2018
  • IRAs with an emphasis on self-directed IRAs
  • Anti-fraud measure
  • Prohibited transactions
  • Investment issues, such as real estate, LLCs, private placement, and promissory notes
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The RITA IRA Institute

(email Mary Mohr for upcoming class)

The Retirement Industry Trust Association (RITA) is conducting the IRA Institute's Advanced IRA Self-Directed class which is the only one of its kind in the self-directed retirement industry. It will focus on learning about alternative assets in IRA accounts, prohibited transactions, precious metals, real estate, LLCs, UBTI, audits, legal requirements for processing IRA accounts and how to reduce fraud in the IRA workplace.

This class is 2 full days plus a test on the last day which can lead to getting the Self-Directed Industry Professional Designation.


Sponsorships

Get prime time exposure for your company! Gain access to key decision makers at this jam-packed conference serving the self-directed retirement industry.  Position your organization in front of trust companies, banks, third party administrators, attorneys, financial and real estate professionals that serve the self-directed retirement industry.

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Click here for a Sponsorship Application

For more information, send us an email


Past Sponsorship, Organizations & Member Companies

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