- This event has passed.
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.
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. IRA Institute has been approved for 16 CISP credits. This statement is not an endorsement of this program or its sponsor.
$1145 for Members
$1995 for Non-Members
Courtyard Newark Liberty International Airport
For hotel rooms at the discounted RITA rate, contact:
Marilyn Matthews – Meeting Solutions
Staring in 2019, there will be 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.
There is no schedule published at this time.