Self-Directed IRAs & Alternative Investments 101

Many IRAs and retirement plans contain assets that are difficult to assess or that require additional steps to obtain a fair market value. Find out how hard-to-value assets affect IRA and plan reporting.

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Location Date Price
Online October 24, 2019 $199


Professional Development

Advance your career and grow your expertise by maintaining an industry designation and earning continuing education credits.


Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.

Expert Instructors

We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.