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CCA 112: Investing in Real Estate Using Self-Directed Retirement Accounts

September 27, 2017 @ 1:00 pm - 4:00 pm

$65 – $75

Investing in Real Estate Using Self-Directed Retirement Accounts is the twelfth course in the Certified Commercial Advisor (CCA) designation program. This class introduces the concept of investing from a financial planner’s perspective and the importance of planning and investing for retirement. It identifies the various types of retirement plans and explains how they can be self-directed when using an authorized third party administrator and custodian. It teaches how to invest in real estate using a self-directed retirement account and identifies the considerations involved when using a retirement account to invest in real estate. After completing this course, you will be able to:
• Explain how financial planners assist clients with their investment needs.
• Identify the various retirement plans and explain how they can be self-directed.
• Invest in real estate using self-directed retirement accounts.

Details

Date:
September 27, 2017
Time:
1:00 pm - 4:00 pm
Cost:
$65 – $75
Website:
nareagroup.org

Instructor

Ken Holman
Phone
801-931-5571
Email
ken@nareagroup.org

Venue

Salt Lake Board of Realtors
230 W. Town Ridge Pkwy
Sandy, UT 84070 United States
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