Set Your IRA Free! (VIRTUAL)
2020-10-21 09:00 - 10:30, 2020-11-04 09:00 - 10:30, 2020-11-18 09:00 - 10:30, 2020-12-02 09:00 - 10:30, 2021-03-17 09:00 - 10:30 (America/Phoenix) | This workshop will be delivered LIVE via Zoom., Upon registration, you will receive login credentials.
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.

OFFICE CLOSED AT NOON
2020-10-30
Company-wide meeting

OFFICE CLOSED
2020-11-11
Veterans Day

OFFICE CLOSED
2020-11-25 - 2020-11-27
Thanksgiving

OFFICE CLOSED
2020-12-23, 2020-12-24 - 2020-12-25
Christmas

OFFICE CLOSED
2020-12-31
New Year’s Eve

OFFICE CLOSED
2021-01-01
New Year’s Day

OFFICE CLOSED
2021-01-18
Martin Luther King Jr. Day

OFFICE CLOSED
2021-01-29, 2021-04-02 15:00 - 17:00, 2021-04-28 12:00 - 17:00, 2021-04-30 03:30 - 17:00, 2021-06-21 15:30 - 17:00

OFFICE CLOSED
2021-02-15
Presidents’ Day

How to Raise Capital…Legally (VIRTUAL)
2021-04-06 08:00 - 09:30, 2021-06-01 08:00 - 09:30 | This workshop will be delivered LIVE via Zoom., Upon registration, you will receive login credentials.
(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-averse, 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 virtually.
To learn more about our workshop educators, click here

Set Your IRA Free! (VIRTUAL)
2021-04-07 09:00 - 10:30, 2021-04-21 09:00 - 10:30, 2021-05-05 09:00 - 10:30, 2021-05-19 09:00 - 10:30 | This workshop will be delivered LIVE via Zoom., Upon registration, you will receive login credentials.
A self-directed retirement plan is a 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 their 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.
To learn more about our workshop educators, click here

Unlocking Your IRA with Institutional-Type Real Estate (VIRTUAL)
2021-04-09 13:00 - 14:00, 2021-05-14 13:00 - 14:00, 2021-06-11 13:00 - 14:00
(Presented by Brion Crum, Vice President of Investments at Caliber Companies – General Audience)
Do you understand the value that real estate adds to your portfolio but don’t want to deal with the day-to-day operations? If so, this workshop is designed for you. In this workshop, you’ll discover why passive real estate investing is now becoming more accessible than ever for retirees and busy professionals, not just the ultra-wealthy and institutional investors. You’ll understand the “big picture” that applies to all passive real estate investments. You’ll be armed with the ability to evaluate real estate investments based on core principles, not just the flashy marketing material presented. Securing and growing your wealth with passive real estate is not as complex as you might think. This is not for the “do-it-all-yourself” real estate person, but rather those investors looking for purely passive growth, stability, and cash flow. If the time commitment or inability to find the right opportunities is holding you back, you’ll be glad you invested an hour of learning on this topic. To learn more, register today for our FREE workshop offered virtually.

How to Invest in Private Companies (VIRTUAL)
2021-05-04 08:00 - 09:30 | This workshop will be delivered LIVE via Zoom., Upon registration, you will receive login credentials.
(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 virtually.

To learn more about our workshop educators, click here

OFFICE CLOSED
2021-05-31
Memorial Day
