Self-Directed Retirement Plan Administrator Advanta IRA Services Announces Success of Client Networking Event At Cigar City in Tampa

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Advanta IRA Services is a self-directed retirement plan administrator that serves clients across the nation. The firm does not sell investments or give investing advice, but does host frequent events that connect like-minded individuals who use alternative assets, like real estate, to build retirement income.

self-directed retirement plan, Advanta IRA Services, investor networking events
Over 50 people were in attendance—investors of diverse professional backgrounds eager to share their stories and gain knowledge from others, including guest speakers with vast experience in real estate investing.

A self-directed retirement plan gives account owners control over their own investing funds and decisions. Clients of Advanta IRA Services do not rely on third parties (like a brokerage firms) to choose their assets, but instead use their own knowledge and expertise to make these critical choices for themselves. One of the main reasons people use self-directed plans is that they gain the freedom to invest in a massive amount alternative investments besides the typical stock, bond or mutual fund.

As a leader in their industry, the firm is committed to educating others about the benefits of these savings plans. Weekly complimentary webinars and seminars are offered to clients, investors, and professionals who want to learn about self-direction and alternative investments. Additionally, networking events are offered to clients—like-minded investors—who can meet and share their investing experience and success in the retirement planning world.

The most recent client event was held in October at Cigar City Brewing Company in Tampa, Florida. “Over 50 people were in attendance—investors of diverse professional backgrounds eager to share their stories and gain knowledge from others, including guest speakers with vast experience in real estate investing,” said Jack Callahan, managing partner of Advanta IRA Services based in Largo, Florida. “Many attendees remarked they really enjoyed the unique venue and were inspired by meeting other individuals with similar interests.”

The speakers, Pete Fortunato, Wayne Arnold, and Dave Shaw, shared their wisdom about investing in real estate and using various unique terms when designing private lending notes. All three men expressed the importance of getting adequate collateral for any loans made in an IRA, but stressed collateral should not be accepted for a loan unless investors are willing to own that collateral.

The next client appreciation events are planned for early December and in the spring. To find upcoming events or to learn more about the self-directed retirement account administrator, visit

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over a decade, providing personal and professional administrative service to owners of self-directed retirement plans across the nation. Advanta IRA Administration offers a second location in Atlanta, Georgia. Both offices are managed by Jack Callahan, J.D., CFP™. The retirement plan administrator provides classes, seminars and other educational tools designed to assist clients and others in learning about self-direction. Self-directed IRAs and other plans earn income by investing in real estate, notes, private placements, and other non-traditional assets that have the potential to maximize retirement 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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Scott Maurer
Advanta IRA Services, LLC
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