Retirement Industry Trust Association [RITA] to Host Two Upcoming Educational Events for Self-Directed IRA Professionals

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RITA today announced two educational events for financial professionals in the self-directed IRA industry. As more money flows into IRAs; currently valued at over $9 trillion, retirement plan professionals must stay abreast of the ever-changing landscape, says Tom Anderson, President of RITA.

IRA Institute hosted by Retirement Industry Trust Association

IRA Institute

The speakers were subject matter experts, and able to talk fluently about the rules and regulations that govern our industry. Breakout sessions helped to stimulate discussion and add real-life examples and scenarios to the conference. The IRA Institute provides valuable training and insights!

The Retirement Industry Trust Association [RITA] today announced two educational events for financial professionals in the self-directed IRA industry. As more money flows into IRAs; currently valued at over $9 trillion, retirement plan professionals must stay abreast of the ever-changing landscape, says Tom Anderson, President of RITA.

The IRA Institute
Employees of trust companies, IRA plan administrators and bank examiners are encouraged to attend The IRA Institute – a 3-day intense course on the fundamentals of self-directed IRAs. “The speakers were subject matter experts, and able to talk fluently about the rules and regulations that govern our industry. Breakout sessions helped to stimulate discussion and add real-life examples and scenarios to the conference, and to also share best practices. The IRA Institute provides valuable training and insights, and is a foundational part of the training program for our staff, says Mark Lee, PENSCO Trust Company. Graduates will receive the Self-Directed Industry Professional (SDIP) certification.

The next training will be held on September 5-7, 2018 in the Chicago, Il area. Registration details can be found at: https://www.ritaus.org/education-page.

RIDE THE WAVE Self-Directed IRA Conference: Navigating the Legislative Waves in Retirement Plans
Leading financial experts will share their knowledge and insights on important changes affecting self-directed IRAs.

Topics include:

  • Navigating the Legislative Waves
  • Crowdfunding Updates
  • Cryptocurrencies in IRAs
  • Alternatives on the Horizon

And a lot more.

Attendees can learn more and register now for the Ride the Wave conference to be held in Orange County, CA on October 29-30, 2018 at the Westin Hotel. Save up to $400 with the early bird rate. Expires 9/30!

Click below to register and learn more:

Members
Non-Members

About RITA
Retirement Industry Trust Association [RITA] is non-profit association of regulated banks, trust companies and industry-related professionals and serves as the voice of the self-directed IRA industry. As the leading innovator and contributor of retirement services industry knowledge and “best practices”, RITA enables its members to provide the highest levels of retirement account and alternative asset administration and custody services.

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