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
7
- Network event
Investing in Community Banks: A Local Approach to Building Wealth
•OnlineOnline3 attendees from 5 groupsThe number of community and local banks continues to decline, but the hurdles these banks face creates attractive openings for those interested in investing in community banks.
Join Advanta IRA’s Alex Perny and special guest Rob Shaw, CEO of Echelon Bank of Tampa, for a timely discussion on the shrinking landscape of local banks. Learn what’s behind the drop, how new community banks are formed, and why community bank investments are gaining attention.
Whether you’re exploring alternative assets or looking to diversify your retirement portfolio, this session will offer insight into investing in community banks and how these institutions may offer more than just a place to park your money.
You must register here to receive the webinar link. - Network event
2026 Market Outlook: Investing in Alternatives, Trends, & Updates
•OnlineOnline1 attendee from 5 groupsThe start of a new year often brings heightened uncertainty for investors—and 2026 is already shaping up to be no exception. From shifting interest rates to global political tensions, the securities market continues to face major headwinds that can shake even the most experienced investors.
In this timely webinar, Advanta IRA’s Alex Perny will break down the key developments currently impacting investors, with a focus on how volatility in the securities market may create both challenges and opportunities. You’ll also learn how investing in alternatives, including real estate, private lending, and private equity, can offer diversification and stability outside of traditional market swings.
Whether you’re seeking to protect your retirement savings, reevaluate risk exposure, or simply gain more control over your investment strategy, this session offers valuable insight into navigating today’s complex financial landscape.
You must register here to receive the webinar link. - Network event
Checkbook Control IRA LLCs: Managing Your Retirement on Your Terms
•OnlineOnline1 attendee from 5 groupsWhether you’re seeking a faster investing process, expanded investment options, or greater hands-on management of your retirement funds, a checkbook control IRA LLC can give you all that and more.
This webinar introduces investors and retirement savers to the structure and benefits of checkbook control—a strategy that allows you to manage your self-directed IRA funds and investments with unparalleled flexibility.
Advanta IRA’s Corey Daharsh leads this power hour and will provide the following:
- Details on how a checkbook IRA LLC works
- Types of alternative investments
- Rules you must follow for IRS compliance
You’ll leave this session with a clear, practical overview to help you get started.
You must register here to receive the webinar link. - Network event
Pro Tips on Investing in Self-Storage Real Estate in a Self-Directed IRA
•OnlineOnline2 attendees from 5 groupsLooking for recession-resistant investments? Self-storage real estate continues to stand out as a high-demand asset class with strong long-term potential.
Join Advanta IRA’s Owen Lynn and AJ Osborne, CEO of Cedar Creek Capital, for a value-packed session exploring how professional investors identify and evaluate self-storage opportunities. Using Cedar Creek’s process as an example, AJ will explain their deal sourcing and underwriting methods, including how to select markets, analyze risk, and structure acquisitions for long-term success.
AJ’s presentation is designed to educate both beginner and sophisticated investors interested in self-storage real estate investments.
Owen will explain how to use a self-directed IRA (or solo 401(k) to invest to build tax-sheltered retirement wealth.
This session will wrap up with a Q&A session for all attendees, so don’t miss this chance to learn pro tips and strategies from an industry expert.
You must register here to receive the webinar link.
Past events
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