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As an expert in your field, you know that creating a truly diversified portfolio plays an important role in your client’s retirement planning. Gaining insights into how tax-deferred alternative asset strategies can work to your client’s advantage can build greater credibility for you.

Collaborate with Vantage to offer educational programs which illustrate the immense advantages of tax-deferred and tax-free investing. Register for or sponsor one of our FREE Workshops and gain knowledge about the flexibility of a self-directed retirement account. Every week we offer financial intelligence without a sales pitch to help you differentiate yourself from your competitors.

Attend A FREE Workshop

Vantage offers both introductory and advanced workshops that help you gain a comprehensive understanding of the investment flexibility available through self-directed IRAs.

Sign Up For A FREE Workshop

Sponsor Or Host A FREE Workshop

Team up with Vantage to empower your colleagues and clients with knowledge about the power of self-directed IRAs

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Invite Us To Share The Self-Directed IRA Message

We will gladly come to you! Simply invite us to join you at your next office meeting and we will deliver a brief 15-minute educational message about the almost unlimited investment choices offered through alternative assets and self-directed IRAs. (10-person minimum)

Contact Us

Bobbielynn Berry

Business Development Assistant

How Can I Help You?

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Please allow one business day for me to get in touch with you.