Self-directed IRA Institute Class, Cleveland (Westlake) OH
$995 – $1,395
Self-directed IRA Institute Class, Cleveland (Westlake) OH

Self-directed IRA Institute Class, Cleveland (Westlake) OH

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DoubleTree by Hilton Hotel Cleveland-Westlake

1100 Crocker Road

Westlake, OH 44145

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The Retirement Industry Trust Association (RITA) is conducting the IRA Institute's Advanced

IRA Self-Directed class which is the only one of its kind in the self-directed retirement industry.

It will focus on learning about alternative assets in IRA accounts, prohibited transactions, precious

metals, real estate, LLCs, UBTI, audits, legal requirements for processing IRA accounts and how

to reduce fraud in the IRA workplace. Contact Mary Mohr at mmohr@ritaus.org for a full curriculum.

This class is 2 full days plus a test on the last day which can lead to getting the Self-Directed Industry Professional Designation. The test is from 8:30 to 10:30 AM on the last day.

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Location

DoubleTree by Hilton Hotel Cleveland-Westlake

1100 Crocker Road

Westlake, OH 44145

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