Find a Certified Real Estate IRA Agent

Set Your IRA Free®

(Presented by Bobbielynn Berry, Director of Business Development at Vantage Self-Directed Retirement Plans, LLC – General Audience)

A self-directed retirement plan is the best kept secret for building wealth and enjoying investment flexibility. This interactive, eye-opening introductory workshop offers investors a fundamental understanding of how to take control of your financial future with a Vantage Self-Directed IRA. Attendees receive personalized tools to help you understand how the self-directed process works and determine if a Self-Directed IRA is right for you. If you are interested in learning more about the alternative investment choices available to you. Register TODAY for our FREE Workshop offered weekly in the Vantage Knowledge Center.


IRA Checkbook Control

(Presented by Mat Sorensen, Partner with Kyler, Kohler, Ostermiller, & Sorensen, LLP)

This 90-minute informative workshop enlightens attendees to the facts and misconceptions of the IRA checkbook control strategy. In addition to reviewing frequently asked questions and sharing some pros and cons of this popular investing strategy, we will also cover the steps in the account set up and transaction process, IRA LLC structuring options, common uses and pitfalls, and responsibilities and restrictions on the IRA Owner. Register TODAY for our FREE Workshop offered monthly in the Vantage Knowledge Center.


How to Raise Capital…Legally

(Presented by Brian J. Burt, Partner with Snell & Wilmer L.L.P. — For Entrepreneurs, Business Owners, and Professionals Raising Capital from Investors – General Audience)

To start or expand a business, you need capital. Raising capital, however, is one of the most difficult challenges that a company can undertake. In the current economy, investors at all levels have become increasingly risk adverse, resulting in even greater competition for their limited investment dollars. And heightened regulatory scrutiny by the SEC means that compliance with securities laws has never been more important. In this workshop, Mr. Burt will discuss what an entrepreneur or business owner must do to successfully navigate the process. To learn more, register today for our FREE workshop offered bi-monthly in the Vantage Knowledge Center.


How to Invest in Private Companies

(Presented by Brian J. Burt, Partner with Snell & Wilmer L.L.P. – General Audience)

During the early stages of a private company’s lifecycle, the necessary capital comes from “angel investors” who are willing to bear high risk for potentially high rewards. During the Great Recession, many potential angels sat on the sidelines. With the U.S. economy starting to show signs of life, however, those angels are looking to re-engage. This class presents topics including: risks and rewards of private company investments; locating investment opportunities; analyzing prospective deals; negotiating favorable investment terms; protecting your investment; and the investor’s role post-closing. To learn more, register today for our FREE workshop offered bi-monthly in the Vantage Knowledge Center.


The 7 habits of Highly Successful Passive Real Estate Investors

(Presented by George Pace, Director of Investor Relations with Caliber Companies – General Audience)

Real estate investing often seems time consuming and overwhelming. Believe it or not, you can still take advantage of today’s market without making it a full time job! Class attendees will discover 3 real estate strategies that can be executed with minimal time and effort. Learn the pros and cons of each strategy and the steps to get started while understanding some considerations for properly securing your capital. If you’re having trouble deploying your money in real estate because of the time commitment, state of the market, or inability to find the right opportunities, don’t miss this class! You’ll be glad you invested 1 hour learning how to profit for a lifetime. To learn more, register today for our FREE workshop offered monthly in the Vantage Knowledge Center.


Equipment Leasing:  An Alternative Fixed Income Solution for Your IRA

(Presented by Joe Asta, Executive Vice President with Global Financial & Leasing Services, LLC – General Audience)

Tired of your low yielding stock market bond and CD investments?  Prudent investors always seek to allocate a portion of their retirement portfolio into lower risk fixed income assets, but today’s traditional options are simply not adequately performing.  Attend this workshop and learn about one of the most lucrative alternative fixed income strategies available, Equipment Leasing.  Your IRA can help finance the capital demands of business owners whose needs are not being met by traditional banks and lenders.  Best of all, you have tangible assets securing your investment.  Stop accepting the high volatility and low yielding traditional fixed income options and come learn about a better way to solve your retirement plan goals.  RSVP for this workshop today! To learn more, register today for our FREE workshop offered monthly in the Vantage Knowledge Center.



DISCLAIMER: Vantage Self-Directed Retirement Plans does not offer investment, tax, financial, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) licensed in that area before entering into any type of investment.

Stacey Lia

Business Development Representative

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