Past Meetup

Self-Direction 101 - A Beginner's Guide to Financial Freedom

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Join us each and every Tuesday morning at our Blue Bell location for Self-Direction 101 - A Beginner's Guide to Financial Freedom.

Introductory concepts include an explanation of what self-direction is and what its benefits are, types of accounts that you can self-direct, types of investments and assets that you can purchase with a self-directed retirement plan, and a general overview of IRS rules and regulations.

At the conclusion of our introductory presentation, we will host an open forum where you can ask your specific self-directed IRA questions.

Hosted by Ryan Fischer of Cama.

Attendees (1)