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Virtual IRA Advanced Institute: Fall 2022

September 12, 2022 @ 12:00 pm EDT - September 16, 2022 @ 5:30 pm EDT

Retirement Industry Trust Association (RITA) is conducting a virtual IRA Advanced Institute in September 2022.

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 5 days (Mon-Fri) with a 100 multiple choice question test, which can lead to earning a Self-Directed Industry Professional (SDIP) certification.

Upon registration, you will be mailed one textbook. Please make sure the address you wish your books to be mailed to is the address you use for your registration.

A Zoom link will be emailed the week before the IRA Institute.

For more information, contact Kathryn Coleman at k.coleman@ritaus.org 

CLICK HERE TO REGISTER

Registration

  • Members: $945
  • Non-Members: $1,500

GROUP DISCOUNT: There is a 10% discount for 5-9 attendees and a 20% discount for 10 or more attendees from one company in one calendar year. Please email k.coleman@ritaus.org prior to registering to take advantage of the RITA Member group discount.

Above pricing does not include registration fees.
RITA provides NO REFUNDS on event registration.

Details

Start:
September 12 @ 12:00 pm EDT
End:
September 16 @ 5:30 pm EDT
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