Covering The Basics – SDIRA Masterclass Series

Are you leaving money on the table by keeping your retirement funds locked in the stock market? Join us for the first session of our SDIRA Masterclass Series — where we pull back the curtain on one of the most powerful (and underutilized) wealth-building tools available to everyday investors: the Self-Directed IRA.
Whether you're brand new to alternative investing or simply want to understand how to legally and strategically use your retirement dollars to invest in real estate, private equity, and more — this masterclass was designed for you.
🎙️ Featured Guest: Owen Lynn, Business Development Executive at Advanta IRA Owen is a nationally recognized self-directed retirement investing expert with FINRA Series 7, 63, and 65 licenses. He's helped thousands of investors deploy retirement capital into alternative assets and brings real-world, practical experience from his time at Merrill Lynch, TD Ameritrade, and Paychex.
What We'll Cover: ✅ What is a Self-Directed IRA (SDIRA) and how does it work? ✅ How to invest in real estate syndications inside an IRA or 401(k) ✅ Checkbook IRAs and Solo 401(k)s — what they are and when they make sense ✅ Rules, limitations, and legal guardrails you MUST know ✅ How to pool capital or co-invest with others using retirement accounts ✅ IRA-to-IRA joint ventures and SPV strategies
This event is perfect for:

• Real estate investors looking to scale with retirement capital
• Accredited and pre-accredited investors exploring passive income
• Professionals who want to diversify beyond Wall Street
• Anyone curious about putting their IRA to work in the real economy

📍 Virtual Event — Join via Microsoft Teams 📅 Thursday, April 30th | 7:30 PM ET
Space is limited. Register now and bring your questions — this is an interactive session.