Winning Ways with IRAs – Fall Conference 2016

Announcing Winning Ways with IRAs Fall conference to be held in Las Vegas, October 27-28, 2016 —
Learn more and sign-up w/early bird rate.
Self-directed IRA Conference, Vegas 2016

Self-directed IRA Professionals Got the Inside Scoop…

Self-directed IRA Professionals Learned New Insights on Cybersecurity, Crowdfunding and the Fiduciary Rule at the RITA Conference in Las Vegas, October 22-23, 2015. You can read some highlights below.

The Self-directed IRA market increased approximately 5 percent over last year according to Mary Mohr, Executive Director. The total size of the IRA market is $7.4 trillion based on research from the Investment Company Institute.

Self-directed IRA’s are becoming more and more popular retirement savings vehicles and for some investors– a very smart solution. One speaker and former government employee, who served on the Senate’s Health, Education, Labor and Pension (HELP) Committee, shared how he discovered self-directed IRA’s from his Uncle who successfully invested in tax liens with his IRA. With the recent swings in the stock market, savers and investors want diversification within their retirement assets.

Timely topics and panel discussions directly with the regulators included crowdfunding and the re-proposed fiduciary rule, now known as the “Best Interest Contract.”
Mark your calendar for the next RITA conference which will be held in DC on March 20-23, 2016.

Self-directed IRA Event, 2016


Save the Date: RITA Conference in Las Vegas, Oct 22-23, 2015

We just finished up the RITA conference in DC which was well attended by professionals in the self-directed retirement industry. Watch a brief video from attendee, Aaron Norris as he shares his experience.  Save the date for the Fall conference to be held on October 22-23, 2015.
RITA Members — click here to learn more and register.
Non-Members — click here to learn more and register.

Alternative Assets Conference 2015 by RITA

Retirement Industry Trust Association (RITA) will be hosting it’s next conference in DC on March 23-24, 2015. You will learn the latest rules and updates regarding investing alternative assets in retirement accounts. Mary Mohr, Executive Director scours the country seeking the brightest minds in this narrow niche’ to  share important data and industry trends with trust companies, TPAs, financial professionals and service providers. Attendees will gain access to DC influencers and have a chance to network with their peers in an environment that fosters open communication with challenging issues. Register Today!
This event is past.

Mary Mohr, Executive Director, RITA


Alternative Asset Training Camp in San Diego, 2014


Attend the Alternative Asset Training Camp in San Diego. Buy your ticket now and Save up to $400 w/Early Bird Rate. Expires 9/30! Visit the Events page to learn more and register.

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Attendees will receive a Free copy of the book, Ponzi-Proof Your Investments: An Investor’s Guide to Avoiding Ponzi Schemes and Other Fraudulent Scams, by Kathy Bazoian Phelps, Managing Partner, Diamond McCarthy LLP Los Angeles office and speaker at the upcoming RITA conference.


Video Recap of Alternative Asset Conference, DC 2014

In case you missed the recent conference in Washington DC last month, take a look at the partial video recap by Mary Mohr, Executive Director of Retirement Industry Trust Association (RITA).


Training Camp: Alternative Assets in IRAs…

Alternative Assets Conference - October 20-21, 2014Join the leading experts and your peers in San Diego! You’ll learn the latest rules and regulations regarding alternative assets in retirement accounts. Click the appropriate links below to
Register Now & Save $400 w/Early Bird Rate!




Navigate Alternative Assets at Upcoming Conference in DC, 2014


The next RITA conference will be held on March 24-25, 2014 in Washington, D.C. Click the link below to read the news release and learn the details of this educational conference. Register today and Save $400 with the Early Bird Rate.

New topics include Bitcoin, Crowdfunding, DOL updates and Cyber Security just too name a few. Critical information for brokerage firms, trustees, custodians, accountants and valuation professionals will be presented.

“This is an opportunity to mingle with some of the nation’s top government officials responsible for policy and regulation related to retirement issues. Not to be missed by anyone in the retirement industry who wants to know the future before it happens,” according to RITA president, Tom Anderson.




Self-directed IRA Conference- New topics include…


Self-directed IRA Conference hosted by RITA in Austin, TX will reveal the latest news, trends and rules affecting this growing industry.  Regulatory panel Denise Crawford- Photomoderated by DENISE CRAWFORD, Former Texas Securities Commissioner will discuss:

√  Fraud trends from the perspective of state and local regulatory and law enforcement officials
√ Financial Literacy for Trust Companies:  What You Need to Know
√ Crowdfund Investing updates and more!

Attend this premier industry conference and network with key decision makers and top industry experts. Register today!


Self-directed IRA Conference, Oct 2013

Self-directed IRA Event, 2013

Self-directed IRA Event

Self-directed IRA Conference for professionals will be held in Austin, TeXas on October 21-22, 2013.

Learn from and connect with the brightest experts in this industry. You will learn the latest rules and important developments affecting this industry.  Click this link for more and register today. Save $300 w/Early Bird Rate.


  • Fraud Prevention Measures
  • Investor Awareness Initiatives and Resources
  • Investment Risk and Potential Targets for Alternative Investments
  • Compliance and Operation Issues
  • A lot more…

Register now and save $300 with early bird rate!  Share this information to your colleagues.