Event Detail

Free Hybrid CPE: Alternative Investing with Self-Directed IRAs

Date And Time

Wed, March 02, 2022

11:00 AM - 1:30 PM


Quest Trust Company - Houston Office
17171 Park Row, Suite 100
Houston, TX 77084


Open the door to a network of new clients with Quest’s new FREE CPE course for CPAs.

Are you a CPA looking to learn some of the industry's hidden secrets while earning 2.5 hours of CPE credits? Join Quest Trust Company for our new CPE course for CPAs!

Learn how investors are using their old 401(k)s, IRAs and other qualified retirement plans to purchase real estate and other alternative assets. Understanding how these non-traditional assets work in an IRA can help you grow your business by being able to provide your services to a whole network of self-directing account holders. 

This FREE HYBRID CPE course on March 2nd will provide 2.5 hours of CPE credits.

Topics That Will Be Covered:

  • Using IRAs, 401ks, and other qualified plans to purchase alternative assets
  • How to use qualified plan funds to create notes and mortgages
  • Case studies focusing on real examples of alternative investments done with retirement accounts
  • Common misconceptions about investing in alternative assets with retirement accounts
  • Tools to help you build your business and how to do it faster with SDIRA knowledge
  • And much more!

Our hybrid CPE course is informative, convenient, and free! Be sure to join us March 2nd in-person or online and expand your knowledge with time-sensitive topics that can keep you on the cutting-edge of the latest industry trends.

This 2.5-hour CPE course held on March 2nd at 11:00 AM CST is completely free, but registration is required, so make sure to RSVP. If you've attended and benefitted from one of our classes before, make sure to pass the invitation along to other CPAs so they can benefit as well!

*The in-person portion of this course will be held at Quest Trust Company's Houston office located at 17171 Park Row, Suite 100, Houston, TX 77084.*

Provider #320 | Course #1001