TBREIA Clearwater Meeting

with... Larissa Greene

IRAs! with Larissa Greene

Thursday, April 05, 2018

VFW Post #2550
360 Douglas Avenue
Dunedin, FL 34698

TBREIA's Clearwater Meeting Always Meets on the 1st Thursday of the Month at the VFW Post #2550 from 7:00pm - 9:00pm!

Hosted by:  Connie Nichols



Speaker:
Larissa Greene

Larissa is the Director of Education at Advanta IRA Services, LLC. She educates potential and current clients on the nearly limitless possibilities for self-directed IRAs and the few rules for investing in alternative investments in regards to IRS section 4975 (prohibited transactions and disqualified persons). She frequently lectures to investors and professionals and has been doing so for more than five years. Larissa has the very prestigious designation of Certified IRA Services Professional from the American Bankers Association and teaches classes used for continuing education for this designation, as well.

Education: Bachelor of Science, Biology
The University of South Florida - 2007

Experience:

2011 - Present
Advanta IRA Services, LLC - Director of Education Self-Directed Retirement Plan Administrator
Frequent lecturer on the topic of self-directed IRAs, the rules and regulations for investing in real estate and other alternative assets using an IRA and the types of accounts that can be used
Event planner and course coordinator for seminars and webinars held at our office
Coordinator for continuing education credits through organizations like NASBA and DBPR Coordinator for our professional education courses unique to Advanta IRA (Advanta U)

 Topic: IRAs

Show up early for Networking and to Do Deals!

Your first meeting with TBREIA is free! Non-members are $30!


Members:
FREE for Members
Non-Members:
$30.00



Date: Thursday, April 05, 2018
Time: 7:00 PM - 9:00 PM

Location:
VFW Post #2550
360 Douglas Avenue
Dunedin, FL 34698

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Tampa Bay Real Estate Investors Association
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  • 4023 N Armenia Ave, Suite 220
  • TampaFL  33607

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