Our offices will be closed Friday, July 3rd in observance of Independence Day. Our offices will reopen Monday, July 6th at 9:00 am EDT. Please note: Call center hours expanded to open at 8:00 am EDT to better serve our clients.
Visit our Coronavirus Resource Center for important updates and resources to help you navigate this time (this resource center also includes information related to the CARES Act and IRS Tax Deadline updates).

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Educational Events

Jul 09 | Virtual Event, GoToWebinar – EDT

Virtual Wealth Building Workshop – Boston, MA

Jul 21 | Virtual Event, GoToWebinar – CDT

Virtual Wealth Building Workshop – St. Louis, MO

6:00 PM | Jul. 21
at GoToWebinar – Virtual Webcast Event
More Info
Jul 22 | Virtual Event, GoToWebinar – EDT

Virtual Wealth Building Workshop – Cleveland, OH

6:00 PM | Jul. 22
at GoToWebinar – Virtual Webcast Event
More Info
Jul 23 | Virtual Event, GoToWebinar – CDT

Virtual Wealth Building Workshop – Dallas, TX

6:00 PM | Jul. 23
at GoToWebinar – Virtual Webcast Event
More Info

How Does Real Estate Investing in an IRA Really Work?

Report reviews the various steps of the self-directed IRA real estate investment process.

Download Our Guide
Apr 04 | Oklahoma City, Oklahoma

(POSTPONED) Wealth Building Workshop – Oklahoma City, OK

8:00 AM | Apr. 04
at Credit Union House of Oklahoma
More Info
Apr 25 | Pittsburgh, Pennsylvania

(POSTPONED) Wealth Building Workshop – Pittsburgh, PA

8:00 AM | Apr. 25
at DoubleTree – Green Tree
More Info
May 02 | Naperville, Illinois

(POSTPONED) Wealth Building Workshop – Chicago, IL

8:00 AM | May. 02
at NIU Naperville Campus
More Info