Advanta IRA Hosts Nationwide Webinar: Real Estate Investing Featuring Jim Smaldone and Steve Hope

Share Article

Advanta IRA is a self-directed plan administrator that serves clients across the nation that control their own investment funds and decisions. Real estate is the most popular asset in self-directed accounts and this webinar provides attendees the chance to talk to real estate investing experts Jim Smaldone and Steve Hope about the potential these assets present.

Advanta IRA, self-directed IRAs
We provide cutting-edge curriculum specifically designed for investors to learn how self-directed IRAs can build tax-free or tax-deferred income—knowledge individuals need to confidently make their own investment choices.

Advanta IRA provides administration to clients who hold over $700 million in assets in self-directed IRAs and similar plans. Those who self-direct prefer to make their own investing decisions and enjoy the freedom of acquiring alternative investments based on their own knowledge and expertise. Real estate is the number one asset acquired by self-directed accounts—making this webinar an event savvy investors will not want to miss.

Scott Maurer of Advanta IRA Services hosts this event featuring Jim Smaldone and Steve Hope. Smaldone has over 30 years of experience in real estate as a broker in Rhode Island, Massachusetts. He is the president of Gibraltar Property Group, Inc., and also serves as a regional head for a division of Blackstone. Hope also has extensive real estate experience, primarily in the mortgage industry.

During this webinar, Smaldone and Hope will talk about:

  •     Identifying real estate deals
  •     How to bid on the courthouse steps
  •     Rehab-and-flips
  •     Financing
  •     Researching property if title insurance is unavailable
  •     The need to have inspectors and contractors arranged before a purchase

Maurer will focus on how a self-directed IRA can participate in real estate investing and what an individual must know about using these plans to acquire alternative investments. He will also discuss different types of real estate assets clients of Advanta IRA use to build wealth for retirement.

The self-directed account administrator neither sells investments nor gives investment advice, but offers events like this one to provide critical information about self-directed IRAs and alternative assets such as real estate. “We provide cutting-edge curriculum specifically designed for investors to learn how self-directed IRAs can build tax-free or tax-deferred income—knowledge individuals need to confidently make their own investment choices,” says Jack Callahan, managing partner of Advanta IRA Services in Florida and Advanta IRA Administration in Georgia.

The offers weekly events that often feature guest speakers such as Smaldone and Hope. “Sometimes, hearing success stories from others helps investors understand the risks as well as the value of various types of investment options,” says Callahan.

Investors of all levels are encouraged to attend this complimentary webinar to learn valuable knowledge from experts in the industry. To view other upcoming seminars or webinars, please visit the firm’s event calendar.

Event: Webinar: Real Estate Investing with Jim Smaldone and Steve Hope
Date: December 16, 2014
Time: 12:00 pm-1:00 pm EST
Location: Online
Cost: No charge
Registration: Contact Larissa Greene before 5:00 pm on December 15th at lgreene(at)advantairagroup(dot)com or by phone at (800) 425-0653 ext. 1140.

About Advanta IRA
Advanta IRA Services, located in Largo, Florida, has been in operation for over ten years, providing administrative service to owners of self-directed IRAs throughout the Tampa Bay and Sarasota, Florida regions. Advanta IRA Administration offers a second location serving the Atlanta, Georgia area and surrounding regions. Both offices are managed by Jack Callahan, J.D., CFP™. Advanta IRA offers classes, seminars and other educational tools designed to assist clients in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize IRA earnings on a tax-free or tax-deferred basis.

About Jack Callahan
Jack M. Callahan, J.D., CFP™, is the managing partner at Advanta IRA Services in Largo, FL and Advanta IRA Administration in Atlanta, GA. Jack established the corporate office, Advanta IRA Services, in 2003. Prior to that, Jack delivered specialized counsel to real estate investors, small business owners and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on the topic of self-directed retirement plans and an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants. He earned his bachelor of science degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law.

Share article on socal media or email:

View article via:

Pdf Print

Contact Author

Scott Maurer
Follow us on
Visit website