Loading Events

IRA Advanced Institute: Westlake, OH

June 02, 2020 @ 8:30 am - June 04, 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:

DoubleTree by Hilton: Westlake, OH
Only $119/night – includes breakfast!
Reserve Your Room Online
Or book by phone: 440-617-2361

Mention RITA IRA Institute
Room block rate ends May 11, 2020

After room block ends to get hotel rooms at the discounted RITA rate, contact:
Marilyn Matthews – Meeting Solutions
202.289.222ox101 (Local)
800.503.333ox101 (Toll-Free)
888.782.9632 (Fax)

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.


DoubleTree by Hilton
1100 Crocker Road
Westlake, OH 44145 United States
+ Google Map


June 2 @ 8:30 am
June 4 @ 5:00 pm
Event Category: