Self-Directed Retirement Plan Administrator Advanta IRA Announces Success of Advanta IRA University Training Program

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Self-directed retirement plan administrator Advanta IRA Services is pleased to announce the success of Advanta IRA University. Launched in 2014, this program teaches CPAs, realtors, and attorneys how self-directed IRAs work so these professionals can better serve clients who are investors and are interested controlling their own funds and decisions.

Advanta IRA Services, self-directed IRA
We have a growing number of professionals who have completed Advanta U course curriculum and received their certificates of accomplishment that tout them as self-directed IRA specialists.

Advanta IRA University (Advanta U) is a series of sophisticated yet simple and engaging educational courses designed to teach certain professionals about self-directed retirement plans. Graduates receive a self-directed IRA specialist designation and enough knowledge to benefit themselves and their clients by knowing how these plans work to build tax-free or tax-deferred income for retirement. Graduates are also listed on the retirement firm’s website as professional resources.

“We have a growing number of professionals who have completed Advanta U course curriculum and received their certificates of accomplishment that tout them as self-directed IRA specialists,” says Jack Callahan, managing partner of Advanta IRA Services in Florida. “As such, they can assist other investors and professionals in aspects of how self-direction works and the alternative investments, such as real estate, permissible in these accounts."

Advanta U offers critical courses at no cost to CPAs, realtors, and attorneys to provide powerful knowledge of self-directed IRAs and like accounts used to build retirement income on a tax-free or tax-deferred basis. The number of attendees of the program is growing as more of these professionals realize the powerful knowledge they walk away with upon completion.

By becoming a designated self-directed IRA specialist, these individuals are able to facilitate better service to existing clients and also cultivate an entirely new class of clients—who are investors. Additionally, graduates also learn how to control their own investment funds and decisions using self-directed IRAs.

For more information about Advanta U, course requirements, and participation, please visit

Find events offered weekly that count towards IRA specialist designation by visiting Advanta IRA Services’ and look for courses marked Advanta U. While some courses require participation in a live class, the firm does offer webinars and can sometimes substitute webinars for a live event to make participation work at the student’s convenience.

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.

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Larissa Greene
Advanta IRA Services, LLC
(800) 425-0653 Ext: 1140
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