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As an expert in wealth management, you know that alternative asset investing such as Real Estate, Precious Metals, Private Companies, and more play an important role in your clients’ retirement planning and portfolio diversification strategies. Knowing the answers to the questions your clients may ask about alternative investments held within a tax-deferred Self-Directed IRA can help you maintain your existing relationships and build new ones.

Collaborate with Vantage to offer educational programs which help showcase the often overlooked advantages of owning non-correlated assets within a well balanced retirement plan. 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 in this volatile marketplace.

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)

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Bobbielynn Berry

Business Development Assistant

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