Midland Trust invites you to their event

Ask an Expert Panel Discussion

About this event

Join us on September 29th for a special event “Ask an Expert!” During this live webinar, we’ll have a panel of 5 industry experts available to answer your questions.

  • Brandon Hall, Executive Vice President and COO will answer your questions on Individual 401(k)s, Self-Directed IRA Accounts, and Alternative Investment Options
  • Whitney Pope, Senior Vice President and Compliance Director will be answering your LLC questions
  • Theresa Knower, Senior Vice President of Midland 1031 and Certified Exchange Specialist, is available to answer questions on 1031 exchanges
  • Jackie Diaz, Team Lead in our Institutional Client Division will be answering questions on Real Estate Investing in a Self-Directed IRA and private lending
  • Matt Calhoun, Senior Business Development Associate will answer your questions on using your IRA to invest in Cryptocurrency, private equity, and futures/forex

This is a great opportunity to ask any questions that you may have regarding self-directed IRA investments and accounts, as well as 1031 exchanges. We encourage you to submit any questions that you have in advance while you're registering to ensure your questions are answered.

Can’t attend but would like to? Register and we’ll email you the recorded webinar afterward!

Hosted by

  • Guest speaker
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    Brandon Hall Executive Vice President, COO @ Midland Trust

  • Guest speaker
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    Theresa Knower Senior Vice President, Certified Exchange Specialist @ Midland 1031

  • Guest speaker
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    Sacha Bretz Team Lead in our Institutional Client Division @ Midland Trust

  • Team member
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    Midland Trust Marketing

  • Guest speaker
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    Matt Calhoun Senior Business Development Associate @ Midland Trust

  • Guest speaker
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    Whitney Pope Senior Vice President, Compliance Director @ Midland Trust

Midland Trust

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