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Webinar Recordings

Avoiding the 7 Deadly Sins: SDIRA Rules and Account Management [December 2024]

IRAs are a powerful tool for building your wealth. But the rules and requirements can confuse even experienced investors, leading to costly mistakes. That's why we're dedicating our next session to teaching you how to steer clear of the 7 biggest pitfalls.

Since saving for retirement involves many factors beyond your control, eliminating these errors is essential. So by learning how to navigate these challenges now, you reduce the risk of cracking your nest egg later.

Watch this replay to:

Recognize the top 7 IRA management mistakes and understand their consequences
Develop strategies to avoid penalties and stay compliant
Build positive habits to proactively manage retirement accounts

Emerging Trends and Risks in Short-Term Rentals [November 2024]

Since Airbnb disrupted the hotel industry in 2007, short-term rental (STR) properties have grown into a $64 billion market. With 2.4 million active listings, many alternative investors have turned to hospitality for building wealth. But the shifting legal landscape is creating new challenges.

Whether you're new to STR investing or an experienced host, staying informed is key. Because as the market shifts, savvy investors can capitalize on emerging trends. So join real estate expert, Neal Bawa, for clear strategies to help you avoid pitfalls, work through new regulations, and succeed in this fast-changing market.

Don't miss your chance to learn:

The latest trends shaping short-term rentals
Key risks and benefits of STR investing
How to stay compliant with shifting rules
Tips for managing properties effectively
The top locations for STR investment opportunities

Invoice Factoring: What To Know Before Investing [October 2024]

In business, cashflow is the lifeline for every company. So when funding becomes urgent, some companies need invoices paid faster than scheduled. Enter invoice factoring.

Factoring provides a business expedited invoice payment at a discounted rate. In exchange for this cash injection, investors collect a tax based on how prompt invoices are paid. And with fewer bank loans available, the need for cashflow from private investors presents you an opportunity.

For alternative investors like you, invoice factoring can provide another stream of income. And since factoring is not isolated to one industry, that flexibility helps you stay agile. Curious if it's right for your investing goals? To verify if factoring is for you, come learn the basics with the Executive Director of the International Factoring Association, Tania Daniel.

Watch this replay if you want to learn how to:

Explain factoring investments and how they work
Differentiate factoring from traditional bank financing
Describe the potential benefits and risks to your strategy
Minimize risk by partnering with the right factors

From Novice to Pro: How to Invest in Storage Units With Your IRA [October 2024]

For investors like you, storage units can create another stream of passive income for your retirement strategy. And you even have the chance to grow your investments tax-free with a Roth IRA. But before investing, you must learn how it works.

To succeed, it's vital that you understand these operations and how to research storage markets. Each investment type has unique strategies, risks, and growth potential to consider. That's why we're bringing in storage expert, Matt Blackwell, to walk you through each step.

Watch this replay if you want to learn how to:

Utilize current market trends in your storage strategy
Identify benefits and risks of each investing strategy
Analyze markets to find investment opportunities
Vet opportunities with advanced due diligence
Invest in storage units with and without an IRA

Trust Deeds 2.0: How Experts Find and Vet Investments [September 2024]

Ready to get involved with trust deed investing and wondering where to start? Or maybe you found an investment but not sure if it's legitimate. No matter your experience, you must learn how to research modern markets opportunities and vet investments for legitimacy before investing.

In this replay, trust deed expert, Kevin Amolsch, walks you through these essential practices. Check it out if you want to learn how to:

Understand trust deed basics that interested investors must know first
Analyze market data to identify investment opportunities
Vet opportunities for legitimacy & strategic alignment with proper due diligence
Explain how investments practically work using real-world examples
Use best practices for getting started and maintaining investments with your IRA

Generative AI Investing: Your Expert Introduction [August 2024]

For tech investors like you, AI is another alternative to create passive income for your retirement strategy. You can even grow investments tax-free with a Roth IRA. But first, you must learn what generative AI is and how it works.

Next, you need to understand your options and how AI investments are structured. Each investment type has unique strategies, risks, and growth potential to consider. That's why we're bringing you an expert introduction with the AI vets of Atombeam Tech: CEO, Charles Yeomans, and Chief Scientific Officer, Josh Cooper PHD.

Watch this replay to learn how to:

Describe generative AI and how it works
Identify benefits and risks of each investing strategy
Incorporate market trends into your strategy
Start vetting opportunities with basic due diligence
Invest in AI with an IRA

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