Webinar Registration

Learn about Self-Directed IRAs for Alternative Assets

Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, September, 12

01:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Daniel Gleich

CEO and President Madison Trust Company

What You'll Learn

A self-directed IRA is a retirement account that allows accountholders to invest in alternative assets. It is a novel product, as most Americans hold their IRAs with large brokerage houses where they are limited to stocks, bonds, and mutual funds.

Join Daniel Gleich…

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Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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Webinar Description
A self-directed IRA is a retirement account that allows accountholders to invest in alternative assets. It is a novel product, as most Americans hold their IRAs with large brokerage houses where they are limited to stocks, bonds, and mutual funds.
Join Daniel Gleich, CEO of one of the largest custodians for self-directed IRAs (SDIRAs), to learn will the benefits of the SDIRA, investment options, and some of the limitations to be aware of
Learning Objectives include:
How SDIRAs can benefit your clients
Cover SDIRA-appropriate assets
Explain some of the restrictions/limitations
How to open an SDIRA and how to vet custodians

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.