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!

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.


Announcing RITA IRA Institute, May 21-23, 2013 – View Video Overview & Registration Info

RITA IRA Institute is proud to announce the next session will be in Denver, CO on May 21-23, 2013.    The focus will be on Self-directed IRA Investments and Administration for professionals in this industry. View the video below  to learn more and sign-up:

Click here to register:
You will learn about:
√ Compliance Issues
√ Operations
√ Alternative Investments
√ Prohibited Transactions
And a lot more!

Don’t miss out. Seats are filling up quickly.

Hear DOL’s Phyllis Borzi speak at upcoming RITA conference, DC

RITA is proud to welcome Phyllis Borzi, Assistant Secretary for the Employee Benefits Security Administration at the U.S. Department of Labor as guest speaker at upcoming conference, March 20-21, 2013 in DC. You’ll hear the latest update on new fiduciary rules and how they affect IRAs. Register Today & Save $300 w/Early Bird Rate. Expires Feb. 15.
Click here to learn more & register.

Register Now for RITA Conference in DC, 2013

Retirement Industry Trust Association (RITA) Raises the Bar in
education at upcoming conference in Washington, DC. Join us March 20-22.
Retirement Industry Trust Association, DC Conference




Register Today and Save $300 w/Early Bird Rate! Expires Feb. 15th

You’re invited to attend this important conference!
Sample topics from industry experts:

√ Hear Important Updates on IRA regulations
√ Get the Latest Developments from Treasury/IRS/Department of Labor
√ Legislative Insights on Retirement Issues Revealed
√ Author of The Ponzi Scheme Puzzle, Tamar Frankel
√ Crowdfunding Opportunities and What You Need to Know
And more…
Click here to download agenda.

 “Thanks for another great RITA event. I’ve been practicing law in the self directed IRA field for 6 years and learned so much at this past event about new laws and challenges facing the self directed IRA industry.” Mathew Sorensen, Partner KKOS Lawyers

Eventbrite - Raising the Bar- RITA Conference, Mar 20, DC

Eventbrite - Raising the Bar- RITA Conference - Members
Financial Advisers, Trust Companies, Financial Institutions,Trust Officers, TPAs, CPAs, Retirement Plan Administrators, attorneys and professionals involved in the self-directed retirement investment industry.

March 20-22, 2013

Dupont Circle
The Dupont Circle Hotel
1500 New Hampshire Avenue, NW
Washington, DC 20036
(855) 523-6953, Mention Code RITA to get your discounted room rate of $289. Expires 2/19.