How to Invest in Private Companies
2026-11-03 09:00 - 10:00 (America/Phoenix) | 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.
Small businesses are a big part of the engine which drives the U.S. economy and that engine runs on capital investment. During the early stages of a private company’s lifecycle, that capital typically comes from angel investors who are willing to bear high risk for potentially high rewards.
The current economy has brought new challenges, but also unique opportunities, for angel investors.
Topics for this complimentary seminar include:
• Risks and rewards of private company investments
• Locating investment opportunities
• Analyzing prospective deals
• Negotiating favorable investment terms
• Protecting your investment
• The investor’s role post-closing
Register for this FREE workshop!

Workshop Attendee Disclaimer: Vantage Retirement Plans, LLC (“Vantage”) does not promote, endorse or offer any investments. Vantage does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals should consult with the appropriate professional(s) licensed in that area. Vantage’s workshops, website (www.VantageIRAs.com and its associated pages, the “Website”), and the VantagePOINT newsletter provide clients and potential clients with educational information regarding self-directed retirement accounts and potential investment scenarios. The information provided is in no way intended as investment advice. In no event is Vantage liable for any damages (whether direct, indirect, punitive, incidental, special, consequential, or otherwise) arising out of, or in any way connected with, information, products, or services provided by Vantage through workshops, the Website, or marketing materials.

OFFICE CLOSED
2026-11-11, 2026-11-25 - 2026-11-27, 2026-12-24 - 2026-12-25

How to Raise Capital... Legally
2026-12-01 09:00 - 10:30 | This workshop will be delivered LIVE via Zoom., Upon registration, you will receive login credentials.
Presented by Brian J. Burt, Partner at Snell & Wilmer, LLP
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.
Register for this FREE workshop!

Workshop Attendee Disclaimer: Vantage Retirement Plans, LLC (“Vantage”) does not promote, endorse or offer any investments. Vantage does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals should consult with the appropriate professional(s) licensed in that area. Vantage’s workshops, website (www.VantageIRAs.com and its associated pages, the “Website”), and the VantagePOINT newsletter provide clients and potential clients with educational information regarding self-directed retirement accounts and potential investment scenarios. The information provided is in no way intended as investment advice. In no event is Vantage liable for any damages (whether direct, indirect, punitive, incidental, special, consequential, or otherwise) arising out of, or in any way connected with, information, products, or services provided by Vantage through workshops, the Website, or marketing materials.
