Midland Trust invites you to their event

Mastering Due-Diligence for Note Investments in Your IRA

About this event

Investors looking for creative ways to control their retirement funds have used Note Investments in their Self-Directed IRAs for years. This unique asset class enables investors to choose not only the terms of the investment but also who they engage with to also participate in the Investment. This flexibility can provide investors a considerable advantage over other investment types, but requires thorough due diligence to mitigate risks associated with lending.

Join Midland Trust on Wednesday, October 4th at 1 pm EST to learn how to effectively harness the power of Self-Directed IRAs through Note Investments. Topics covered will include:

  • Note Investment Fundamentals
  • Why IRA Investors May Choose Note Investments for Their Portfolio
  • Different Types of Note Structures and Strategies
  • A Note Investment Due Diligence Checklist
  • Note Investment Resources and Tools
  • A Live Q&A
  • And More!

If you are unable to attend the webinar live, register for the event and you will receive a free recording of the event via email!

Hosted by

  • Team member
    T
    Midland Trust Marketing

  • Team member
    T
    Steven Placke Senior Associate @ Midland Trust

Midland Trust

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