What we're about

Join us for educational sessions about self-directed IRAs - do's, don'ts, etc. All are welcome regardless of age, occupation or experience. Our goal is to educate you on the process and benefits of establishing a self-directed IRA as an alternative to traditional retirement planning.

These meetups will take place on a monthly basis. Come see the office, meet our team and network with other investors!

Past events (3)

Quarterly Q&A Session

75 Livingston Ave

Directing Your Investments Through Tax Advantaged Vehicles

75 Livingston Avenue

Self Directed IRA Q&A Session

75 Livingston Avenue

Photos (2)