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IRA Advanced Institute: Westlake, OH

September 29, 2020 @ 8:30 am - October 01, 2020 @ 5:00 pm

The Retirement Industry Trust Association (RITA) is conducting the IRA Institute. This Advanced Self-Directed IRA class is the only one of its kind in the self-directed retirement industry. Self-directed retirement professionals, registered representatives, brokers, real estate professionals, attorneys, CPAs and banking regulators should all attend.

We focus on 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 self-directed IRAs. Interactive small group work will enhance problem-solving and learning about how to analyze specific technical concerns.

This class is 3 days with a 75 multiple choice question test at the end of the third day which can lead to earning a Self-Directed Industry Professional (SDIP) certification.

Upon registration, you will receive two textbooks and the complete curriculum for the class.


$1145 for Members
$1995 for Non-Members

Hotel Accommodations Coming Soon

RITA offers discounts for Members who send multiple attendees:
3 people in one calendar year = 5% discount
4-10 people in one calendar year = 10% discount
11 or more in one calendar year = 25% discount.

Email K.Coleman@ritaus.org to register multiple attendees.


September 29 @ 8:30 am
October 1 @ 5:00 pm
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