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
Have a SEP IRA? You Need to Watch This!
Dive into our live session on mastering IRS Form 5500-EZ for your Solo 401(k) with Adam Bergman, founder of IRA Financial! Get ready to demystify the complexities of this crucial form and learn essential tips for smooth filing. Whether you’re a seasoned investor or new to the Solo 401(k) game, this session promises valuable insights and actionable strategies to streamline your retirement account management. Don’t miss this opportunity to enhance your financial knowledge and conquer Form 5500-EZ like a pro!
Have a Business or Entity? Major Filing Deadline Approaching!
Join us for a crucial YouTube live session with Adam Bergman as he discusses the crucial BOI filing requirements under the Corporate Transparency Act (CTA), penalties for non-compliance, and how these changes impact your Self-Directed IRA and Solo 401(k). Don’t miss out on this opportunity to get your questions answered and ensure your business is on the right track.
Suggest a topic: Email us at [email protected] to suggest a topic for discussion for our next YouTube Live event.
IN-PERSON EVENTS & CONFERENCES
Nothing coming up yet. Stay tuned for more events!
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.
