Event Detail

Self-Directing Safely: How to Protect Yourself and Your Assets w/ Thi Valdez

Date And Time

Tue, June 29, 2021

12:00 PM - 1:00 PM

Location

Online

Description

Join us for one of our weekly classes with Thi Valdez, Compliance Officer at Quest Trust Company!

The last thing any investor wants is to find out his/her deal has gone south, which is why you always hear the experts explaining the importance of due diligence when self-directing. It’s important to make sure you’re taking the time to protect yourself and your assets… but you might wonder what role your SDIRA custodian plays. In this class, Quest Trust Company Compliance Officer, Thi Valdez, will be discussing how to conduct proper due diligence before entering into a deal, throughout the life of the investment, and up until the very end. She will touch on how involved your custodian can be and will also share case studies of real life examples! Get the inside scoop on due diligence from a different perspective and be sure to register today!

What you will learn in this class:

  • The importance of due diligence before and after funding an investment
  • Your custodian’s role vs your role when conducting due diligence
  • Real life due diligence case studies performed by SDIRA investors
  • And much, much more!

Tune in live via Zoom or stream on Facebook and YouTube!