Retirement Industry Trust Association (RITA) Hosts Self-Directed IRA Event for Financial Advisers, Trust Companies, TPAs & Plan Administrators, Oct. 2013.

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Leading self-directed IRA experts & industry influencers will convene in Austin, Texas on October 21-22, 2013 to reveal the latest rules & legislative updates affecting alternative assets in retirement accounts.

Register for Self-directed IRA Conference, Austin

Retirement Industry Trust Association Conference, Austin

I come home from every RITA event with an action plan to implement in my business. There’s nothing like hearing the latest industry news from the people who are making it. I love the RITA conferences because I come away up-to-date on the industry.

Leading self-directed IRA experts & industry influencers will convene in Austin, Texas on October 21-22, 2013 to reveal the latest rules & legislative updates affecting alternative assets in retirement accounts. According to the world’s largest real estate investor, Blackstone, more pension money is going into alternative assets.

Important topics to be discussed include:

  •     Update on Crowdfunding and Dodd-Frank, Denise Crawford, former State Securities Commissioner
  •     ERISA Update- what you need to know
  •     Roundtable discussions: Operations, Compliance and Proven Social Media Marketing Strategies that Increase Leads & Sales
  •     How to deal with “Senior Moments” including Aging, Dementia and Elder Financial Abuse
  •     Self-Directed IRA Legal Update: DOMA Consequences and Prohibited Transaction Cases, Mat Sorensen, Partner, Kyler, Kohler, Ostermiller & Sorensen

And a lot more. Other benefits of attending include outstanding networking with decision makers and colleagues.

“I come home from every RITA event with an action plan to implement in my business. There’s nothing like hearing the latest industry news from the people who are making it. I love the RITA conferences because I come away up-to-date on the industry and the issues that affect it”, says attendee Kaaren Hall, President uDirect IRA Services. IRA professionals must stay current on this ever changing self-directed retirement industry as it poses new opportunities and challenges for investors and the companies that service them.

Event Registration Information
Attendees can still take advantage of the Early Bird Rate thru September 15, 2013 and Save $300! Click here to learn more & register. For more information, contact: Mary L. Mohr, Executive Director, RITA, Ph: (941) 724 0900, E-mail mmohr(at)ritaus(dot)org. Sponsorship opportunities are available. Download form to sign up:

About Retirement Industry Trust Association (RITA)
Retirement Industry Trust Association is a non-profit trade association formed in 1987 which represents trust companies, banks, third party administrators, attorneys, accountants and other service providers in the self-directed retirement plan industry.

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Mary Mohr

Robyn Levin
R. Levin Marketing Group
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