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Streamline your Asset Purchase Paperwork

June 15 @ 3:00 pm - 4:00 pm

FREE

Live Event: Workshop
Sponsor: CamaPlan Operations Department

Meet a CamaPlan operations representative to answer your questions about the process and paperwork needed to start investing through your IRA. Topics include but are not limited to:

  • Real Estate purchases and sales
  • Secured/unsecured note purchases
  • Private Placement Investments
  • Precious Metal Investments
  • Transfer & Rollovers
  • Best practices- timing, funds availability, RMD’s, Conversions, etc.

Need a few more questions answered or forms completed to make your asset purchase? Here’s your chance!

Leave with completed asset purchase paperwork!

Register Now!

Details

Date:
June 15
Time:
3:00 pm - 4:00 pm
Cost:
FREE
Event Categories:
,

Venue

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