Announcing Fall Conference: RITA is heading to New Orleans on October 18-20th, 2017 and you are invited! Mark Your Calendar.
“We could not have been more impressed with the program, especially the tremendous panels you put together with key government regulators.” ~~Kevin A. Hall, Attorney at Law, WOMBLE CARLYLE SANDRIDGE & RICE, LLP.
Join RITA in DC — (Past)
Celebrating 30 years of dedication to the Self-Directed Retirement Industry!
Professionals that serve the self-directed IRA industry are highly encouraged to attend this educational conference. Learn about:
√ Tax Reform: How will it affect our industry?
√ New Regulations and How to Deal with them
√ Best Industry Practices
√ Latest GAO Industry Insights
√ Learn the latest on the Best Interest Contract
√ Insights into Fraud Reduction
√ How Sustainable & Responsible Investing Works Best in Retirement Plans
√ And a lot more…
“This past RITA Conference was the best yet. Our industry faces issues that we cannot overcome working solo. This conference provided excellent information from regulators & peers about our challenges. Thanks for all your efforts to assemble such a quality event!” ~Kaaren Hall, CEO, UDirect IRA
Dates: March 27-29, 2017
Click below to learn more and register today!
Self-directed IRA conference by Retirement Industry Trust Association (RITA) to be held in Las Vegas, October 27-28, 2016. Professionals that serve the self-directed IRA industry are highly encouraged to attend this educational conference.
- Update on the new Fiduciary Rule
- Best practices for firms and employees
- Operational procedures
- How to market to Gen X, Millennials, Baby Boomers and Seniors
- Crowdfunding updates
- And a lot more
Sign-up today to get your preferred rate. Save up to $400! Early bird rate expires September 30, 2016.
Sponsorship Opportunities! View Video.
Renaissance Hotel, 3400 Paradise Road, Las Vegas
Reservations call 800 -750 0980, special RITA rate $169.00 expires 9/30!
– View Map
IRA Institute class for advanced training — Earn your self-directed IRA certificate.
Winning Strategies with Self-Directed IRAs will be discussed at the upcoming RITA conference for financial professionals.
Register now for the next conference on alternative assets in IRAs. This is a growing industry and you’ll want to stay up to date on all the changes and opportunities. Save up to $400 with the early bird rate. Expires 9/28th.
Watch a brief video from uDirect IRA’s President, Kaaren Hall from the last conference on self-directed IRAs held in DC.
Accelerate Your Knowledge on Alternative Assets – March 23-25, DC (Past event)
You will learn the latest industry trends and new data affecting trust companies, TPAs, financial professionals and service providers in the self-directed retirement industry. 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!
RITA Members, Click here to register
Non-Members, Click here to register
The RITA Conferences, especially the annual conference in Washington, D.C., have become an important part of our retirement account compliance and education. The ability to attract speakers for the conference from the Department of Labor, Department of the Treasury and the Internal Revenue Service, among other department and agencies, is invaluable. It enables our firm to stay on the leading edge of what is being discussed by policy makers as well as lawmakers. I won’t miss it.
John K Johnson
GoldStar Trust Company
Training Camp: Alternative Assets– PAST Conference
in Retirement accounts, oct. 20-21, 2014
Mark your calendar for October 20-21, 2014.
Alternative Asset Conference – San Diego, CA
New format with small groups designed to enhance your learning experience. Workshops, round tables & stimulating panel discussions. You will learn about:
- Why good companies go bad – behind the scenes with Diane Thompson, Receiver for American Pension Services
- How to help Ponzi-proof investments – nationally acclaimed author and CNBC contributor, Kathy Phelps
- Emerging alternative assets – Klaas Baks, PhD, Founder, Center for Alternative Investments, Emory University
- How to detect & avoid prohibited transactions
- Compliance & Operations – learn the latest best practices
- And a lot more
Click the appropriate links below to learn more & sign-up.
“RITA’s conference not only provides a unique networking opportunity, but delivers the knowledge and tools to help retirement industry professionals successfully navigate the challenges, issues and opportunities of the rapidly growing alternative investments industry.”
Kelli Click | President
Self Directed IRA Services, Inc.
Self-directed IRA Conference will be held in washington, dc on March 24-25, 2014.
Learn from and connect with the brightest experts in this industry.
Welcome to the Navigate Alternatives Self-directed IRA Conference hosted by RITA. Join us to learn the latest on legislative and regulatory updates from the industry’s top experts. Below you’ll find answers to some commonly asked questions. For further assistance, email email@example.com. Thank you and we look forward to seeing you in DC!
Click to view and download
Conference Agenda, March 2014.
Audience: Financial Advisors, IRA Custodians, TPAs, CPAs, Tax and Real Estate Attorneys and professionals involved w/Retirement Plans.
Topics– You’ll learn about:
√ Latest legislative & regulatory news and important industry updates
√ Cyber security
√ Bitcoins and alternative currencies
√ ROBS: Rollovers in Start Up Businesses
√ Crowdfunding Issues & Opportunities
√ Litigation update
Read Attendee Comments:
I love the RITA conferences. I come home from every RITA event with an action plan to implement in my business.There’s nothing like hearing the latest industry news from the people who are making it.
uDirect IRA Services
Share this information to your colleagues.
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
√ Alternative Investments
√ Prohibited Transactions
And a lot more!
Don’t miss out. Seats are filling up quickly.
RITA Conference, Mar 20-22, 2013 in DC
Retirement Industry Trust Association (RITA) Raises the Bar in Education and Best Practices for the Self-directed IRA industry. Expand your knowledge and give your clients the highest level of expertise and customer service they deserve.
Timely 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
Click here to read and download agenda.
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.
“The RITA conferences are unlike any that I have attended during over the three decades in the trust business. There are virtually no gatherings where you can sit down with your peers and competitors to discuss truly significant common problems, with next steps resulting in both guidance and solutions. All trust and administrative professionals that have any interest in the Individual Retirement Account world should participate.”
T. Scott McCartan, CEO, Millennium Trust Company, LLC
SPONSORSHIP OPPORTUNITIES AVAILABLE!
Click here to view and download package, DC-Sponsor Package
Sponsorship Package, DC, 2013
“As a former securities regulator, I found the conference to be a great way to obtain the latest information on important topics such as self-directed IRAs and how to educate investors.”
Denise Voigt Crawford
Former Texas Securities Commissioner
Photos from the past Chicago conference:
Join us in Chicago for the fall RITA conference on October 18-20th.
New speakers, new content and new opportunities!
“I found the RITA conference to be one the most informative, diverse and insightful conferences that I have ever attended. I came back armed with great information on how to better tailor our company’s solutions to this particular segment of the financial services industry. Thanks!”
Kevin Boyles, CISP, CIP
Director RPS Sales, Ascensus, Inc.
Who should attend:
Trust companies, banks, third party administrators, attorneys and financial and real estate professionals in the self-directed retirement industry.
Dana Hotel & Spa
660 N. State St.
Chicago, IL 60654
Reserve now for early bird hotel rate, $229. You’ll be entered to win a FREE night. Expires 9/10.
Mary L. Mohr, MBA,JD
Retirement Industry Trust Association
941 724 0900 phone
941 866 7321 fax
Watch video interviews shot live from our recent event in Washington, DC.
Kelli Click, President of Self Directed IRA Services shares her experience from attending the Retirement Industry Trust Association (RITA) conference in Washington, D.C. April 26-28, 2011. Interviewed by Robyn Levin.
With estimated revenue growth of about 134%, the retirement planning industry is second on IBIS World’s list of the fastest-growing industries for 2010 to 2019. Learn how to maximize your share!
Rarely together in one room — Connect with CEOs, key decision makers & top DC influencers at this leading 2-day self-directed retirement industry conference.
Join us! Retirement Industry Trust Assoc. Event in DC – View Video.
√ How advisors can use alternative assets to expand business
√ Supergrowth in IRAs shown in current research
√ Can you avoid becoming a fiduciary?
√ Inside the Beltway- the future of retirement plans
√ How to use social networking to boost your business
√ Checkbook IRAs: Risks & best practices
Register today! Click here.
Smart advisors & trust companies understand the need more than ever to diversify with alternative investments. Learn how to build a thriving and sustaining business & grow together.
Who should attend:
Trust companies, third party administrators, RIAs, CPAs, TPAs, attorneys and professionals in the self-directed retirement industry. Click here to register, http://rita.eventbrite.com/
Sponsorship Opportunities available. Email firstname.lastname@example.org.
Media Contact: Robyn K. Levin, 415 690-9990
View Press Release
Venue: The Madison, A Loews Hotel
1177 Fifteenth St. NW
Washington, DC, District of Columbia, 20005