Category Archives: Events

Join Us in New Orleans, October 18-20, 2017

RITA’s 30th Anniversary celebration and conference was a stellar success in Washington, D.C. and a special thank you to the attendees and sponsors for supporting our organization. We look forward to sharing the latest news and industry updates at our next event which will be held in New Orleans on October 18-20, 2017. Save the Date!

Jazz Up Your Knowledge of Self-Directed IRAs, for professionals.

Jazz Up Your Knowledge of Self-Directed IRAs, for professionals.


Save the Date! In celebration of our 30th anniversary– we welcome you to join us in Washington, DC on March 27-29, 2017. Not only will you RITA - 30th Anniversary be learning the latest news and updates on the self-directed IRA industry; you’ll have ample time to meet and network with DC influencers! Save the Date! Registration will be opening soon.

Alternative Asset Training Camp in San Diego, 2014

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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.

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Navigate Alternative Assets at Upcoming Conference in DC, 2014

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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. http://www.prweb.com/releases/RITA/DC2014/prweb11531772.htm

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.

 

 

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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: http://ira-institute-den-RL.eventbrite.com
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.

Hear the latest on regulatory & enforcement matters in D.C.

Join RITA and your peers in D.C. to hear the latest developments affecting trust companies, third party administrators and professionals serving the self-directed retirement industry. You’ll hear firsthand from the lawmakers on important matters including:

  • What Are the Most Pressing Challenges Facing Retirement Plans? Tim Keehan,, American Bankers Association
  • IRS Updates on Fees, Excise Taxes, ROBS, and Valuations
  • New Rules from the Department of Labor
  • How to Stop Fraud in Self-directed IRAs, SEC & NASAA representatives
  • And a lot more…

Learn More and Register:
Non-members, click here
Retirement Industry Trust Assn: Register Now!

Members: click here
RITA Members- click to register
Get direct access to industry experts and key decision makers at the Retirement Industry Trust Association spring conference, March 27-29th, 2012.
Click here to view the RITA 2012 | DC Conference Agenda

Learn how to avoid potential Ponzi schemes

“You don’t want to miss this conference if you want to avoid potential Ponzi schemes and abusive practices,” Mary Mohr, the Executive Director of the Retirement Industry Trust Association, recently explained.

Register for Chicago - Thrive in the New Retirement Era!  (Members) in Chicago, IL  on Eventbrite

If you want to know the latest information on running a trust company or administration firm that handles self-directed retirement plans, sign up for the RITA Chicago conference on October 18-20.
Copy & paste this link in your browser: http://rita-chi.eventbrite.com

One of the experts on fraud is Craig Green, a principal in McGovern and Greene, who will speak on preventative methods and strategies to detect Ponzi schemes.
William Anthony, General Counsel at the Phoenix IFBO Fund LLC, will discuss how to use commodity pools and hedge funds in IRAs.  This is one of the hottest new alternative assets being purchased in self-directed retirement plans.
Be sure to sign up before September 10th to get the early bird discount and book your rooms at the reduced rate at the beautiful Dana Hotel and Spa in downtown Chicago.
Click http://rita-chi-BlogRita.eventbrite.com to learn more & register!

Join Us For the Next RITA Conference in Chicago

Register now for the Chicago conference to be held Oct. 18-20.

“66% of advisers believe that alternative investments will become as or more important than traditional investments over the next five years” according to a Morningstar 2010 survey.

Connect with industry experts & network with key decision makers at this jam-packed conference serving the self-directed retirement investment industry.

You’ll learn about:

  • How to limit your exposure from investment fraud & Ponzi schemes
  • Red flag alerts for abusive Roths & ROBS
  • Distressed real estate opportunities
  • Reg R rules revealed: what you need to know

    Register for the Chicago RITA event

    Thrive in the New Retirement Era!

  • Round table discussions: new marketing strategies, compliance & networking
  • Supergrowth of alternative assets: how to capitalize on this trend

Register Now & Save $100 with early bird special rate. Click here to learn more and register.

Register for Chicago - Thrive in the New Retirement Era! (non-members) in Chicago, IL  on Eventbrite

Self-directed Retirement Industry Conference in DC

Just returned from one of the best RITA conferences to date. The feedback has been tremendous.  A special thank you to our speakers. They delivered exceptional content and provided great value to the attendees. And a special thanks to our sponsors! Stay tuned for more comments and testimonials.

Dear Robyn & Mary,
Enjoyed meeting you and benefiting from your work. The RITA conference was great.  Not being in the trust business I found it very informative about self-directed IRA custodian industry.  The last time I was exposed to RITA was over 8 years ago when I attended three successive meetings.  Such an improvement! Everything about the conference was so much better than my prior experiences.
DefiRITA event in DCnitely interested in the October conference.
Sincerely yours,
John O’Scanlon
President
~/~

Join us! The upcoming Retirement Industry Trust Association (RITA) conference in Washington, DC April 26-28 is going to be an intense boot camp for the self-directed retirement plan industry attendees. 
With more than 30 people already registered, the 15 speakers include headliners Mark Iwry from Treasury who is known as the retirement czar.  Tom Brisendine, a former IRS Director, gave RITA an important valuation letter in 1993 and is going to discuss the latest on alternative investment valuation.  We expect a current IRS Director to update us on the hot issues at the IRS right now including Abusive Roths and ROBS. 
Register for Thrive in the New Retirement Era! in Washington, DC  on Eventbrite

You’ll learn about:

  • Growth in IRAs:  what the latest research shows & how to maximize your share
  • Note Servicing:  important issues affecting investors, trust companies and third party administrators
  • Single Member LLCs and how to mitigate risk
  • FDIC insured deposits in retirement plans
  • How to expand your practice with alternative investments & more

We will have open discussions on the recent DOL hearings on the definition of fiduciary, working with the SEC and other state regulators. Looking forward to seeing you at this exciting conference. Thrive in the New Retirement Era! Click here to register now and learn more.

Sponsorship Opportunities available. Click here for more information.

Welcome to the Self-directed Retirement Industry Blog

Welcome to our Self-directed Retirement Industry Blog where you’ll find updates from industry experts and professionals on important issues about alternative investments held in retirement accounts.