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Self-Direction 101: A Beginner’s Guide to Financial Freedom

June 13 @ 9:30 am - 10:30 am

FREE

Live Event: Workshop
Sponsor: Ryan Fischer, Cama Account Executive

Introductory concepts include an explanation of what self-direction is and what its benefits are, types of accounts that you can self-direct, types of investments and assets that you can purchase with a self-directed retirement plan, and a general overview of IRS rules and regulations.

Ryan Fischer joined our team in 2011 and is a graduate of Villanova University. At CamaPlan, he is responsible for new accounts, transfers, inside sales and marketing, and customer service. Ryan has acquired extensive knowledge of self-directed retirement plans since joining the Cama team, and he is a valuable resource for individuals seeking control of their financial future.

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Details

Date:
June 13
Time:
9:30 am - 10:30 am
Cost:
FREE
Event Categories:
,

Venue

Cama Academy
122 East Butler Ave, Suite 100
Ambler, PA 19002 United States
+ Google Map
Phone:
866.559.4430