EVENTS
What is IRA Financial up to?
Check out the conferences and events we’re attending, along with upcoming YouTube Live broadcasts and other webinars.
YOUTUBE LIVE
HSA & Coverdell: The Ultimate Savings Strategy for Health & Education
Join Adam Bergman for a live session on how you can leverage your self-directed retirement account to fund both Health Savings Accounts (HSAs) and Coverdell Education Savings Accounts (ESAs). Discover how these two powerful savings vehicles can help you cover medical expenses and education costs while offering significant tax advantages. Adam will break down the rules, benefits, and strategies to optimize your savings for a secure financial future.
Tax Strategies for 2024 & Beyond
Join Adam Bergman, Esq. for a live discussion on the best tax strategies for 2024 and beyond. Learn how to maximize your deductions and minimize penalties with your IRA, ensuring you’re fully prepared for the year ahead. Whether you’re a seasoned investor or just starting, this live session will provide valuable insights to help you optimize your retirement savings.
Suggest a topic: Email us at [email protected] to suggest a topic for discussion for our next YouTube Live event.
IN-PERSON EVENTS & CONFERENCES
IRA Financial Goes to the Fair!
Join IRA Financial at the Sioux Empire Fair from August 3-10! We’re excited to bring you expert insights on self-directed retirement solutions. Visit our booth to learn how you can take control of your financial future with self-directed IRAs and 401(k)s. Our team of professionals will be on hand to answer your questions and provide education on self-directed retirement solutions tailored to your retirement goals. Plus, anyone who opens a new account during the fair will receive a free signed copy of Adam Bergman’s latest book, “Mastering the Self-Directed IRA.” Don’t miss this opportunity to secure your financial future and get valuable resources from the leaders in self-directed retirement planning. See you at the fair!
PAST EVENTS
September 8-9, 2023
Passive Investors Event
IRA Financial was honored to be a part of this year’s PIE conference in Hurst, TX. Founder, Adam Bergman, and CEO of IRA Financial Technologies, Ken Gendrich, were speakers at the event. Check out the highlights:
September 12-15, 2023
Realtor Convention
of the Dakotas
Members of the IRA Financial Trust team had a booth at the Realtor Convention of the Dakotas, which was held in Sioux Falls, SD.
