Attention Business Owners
Do you work with clients who invest in “alternative” assets such as real estate, mortgage notes, tax liens, and private placements? Would you like to be able to show your clients how to reduce or even eliminate their tax liability on gains from these investments?
We can help.
CamaPlan doesn’t just make it possible to invest in alternative assets; we also teach investors how to put their money to work, safely and wisely. Educating our clients on the opportunities and benefits of self-directed investing and sharing new strategies is central to our mission.
If your company provides an alternative investment that can be held in a self-directed IRA, CamaPlan can help you streamline the investment process.
Here are just some of the benefits that we offer:
- Promotional and educational material – We can help you educate your clients on holding your investment type in their retirement portfolio. We offer live workshops, webinars, e-newsletters, and more!
- Educational Events – Cama provides outstanding accredited education to gatekeepers and clients. Learn from our expert team of professionals how to bring this wealth-building tool to your clients by inviting us to come and present to your clients. Interested in having a Cama representative speak at your next event? Learn more at our Request a Speaker page.
- Networking Events – Attend our self-directed IRA networking events. Meet like-minded investment providers looking to capture market share. A great opportunity to brainstorm and “work” the room.
Please register below to learn more about the types of programs we offer. A Cama representative will be in contact with you shortly to discuss next steps.