What we’re about
Does the idea of passive income sound good to you, but you are not sure how to get started? Do you lose sleep over your retirement account because you worry about the market? Did you pass up on an investment opportunity because you didn't think you had the money to invest?
Advanta IRA, a leader in self-directed account administration, provides cutting edge educational events that give you the knowledge you need to take control of your IRA to maximize your retirement wealth.
Upcoming events
2
- Network event
•OnlineImportant Retirement Plan Deadlines for 2025 and 2026
Online1 attendee from 5 groupsAre you up to speed on the retirement plan deadlines that could impact your tax-advantaged contributions this year—and next?
Join Advanta IRA’s Larissa Greene for this live webinar when she’ll provide a comprehensive overview of the key timelines, contribution limits, and strategic deadlines you need to know for 2025 and 2026. Whether you're self-employed, running a small business, or simply looking to maximize your retirement contributions, understanding these important deadlines can help you reduce taxes and boost retirement savings.During this session, you'll learn:
· Types of retirement plans available for individuals and business owners
· Critical account establishment deadlines—including extensions
· How some plans allow prior-year contributions even after the tax year ends
· Contribution limits and deadlines for 2025 and 2026
This is a must-attend session if you want to take full advantage of your retirement plan’s tax-saving opportunities and avoid costly mistakes.You must register here to receive the webinar link.
- Network event
•OnlineMaster the Principles of Value Investing
Online4 attendees from 5 groupsWhat if you could learn the timeless principles of value investing as practiced by legends Ben Graham, Charlie Munger, and Warren Buffett?
Don’t miss this webinar with Advanta IRA’s Larissa Greene and guest Jonathan Henrich, an independent Registered Investment Advisor with Mozella Asset Management in St. Petersburg, Florida. They will explore the core principles of value investing—a strategy of identifying undervalued assets that have long-term growth potential.
Jonathan will explain how to value public companies using ratios and comparables and how to apply those valuation frameworks to private companies. He’ll also provide insights into private equity and PIPEs (private investments in public equity) as alternative investments.
This session is packed with resources to deepen your understanding of these strategies and apply these concepts in real-world investing.You must register here to receive the webinar link.
1 attendee from this group
Past events
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