Save the Date!  March 26-28, 2018

Join RITA in Washington, DC on March 26-28, to learn the latest updates and regulatory changes in the self-directed IRA industry. Registration will be open soon. Mark your calendar!

Announcing Fall Conference: RITA is heading to New Orleans on October 18-20th, 2017 and you are invited! Mark Your Calendar. (PAST)

“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.

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

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

Click below to learn more and sign-up:   RegisterNow

RITA Members:




View brief video for highlights!

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:

Retirement Industry Trust Association - 30th Anniversary

√ 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

March 27-29, 2017
Click below to learn more and register today!




Announcing WINNING WAYS with IRAs Conference  (PAST)
in Las Vegas, October 27-28, 2016. Self-directed IRA Conference, Vegas 2016

Join Us!

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.



RITA Members, click here to register.
Non-Members, click here to register.
Learn about:
  • 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!

Business Casual
View Map

IRA Institute class for advanced training — Earn your self-directed IRA certificate.

IRA Institute - 2016
Maine, September 14-16, 2016. Register at:


Mark Your Calendar for the next RITA conference in Washington D.C. on March (PAST)
21-23, 2016. Click the links below to learn more and register!
Self-directed IRA Event, 2016

Click the appropriate links below.
Register Now & Save Up to $400 w/Early Bird Rate. Expires 2/26/16.

RITA Members, sign-up here.

Non-Members, sign-up here.


Winning Strategies with Self-Directed IRAs will be discussed at the upcoming RITA conference for financial professionals.

Join RITA in Las Vegas on October 22-23, 2015.  Alternative Assets in IRAs(PAST)

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.


 RITA Members–Click here to register

Non-Members–Click here to register


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

Register Today for Educational Conference!

Register Today for Educational Conference!


Training Camp: Alternative Assets– PAST Conference
in Retirement accounts, oct. 20-21, 2014

Alternative Asset Training Camp
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.

Retirement Industry Trust Association, Washington DC, 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 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

Hotel:  W Hotel, Click here now to reserve your discounted hotel room rate.


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. 
Kaaren Hall,
uDirect IRA Services
Share this information to your colleagues.

sponsorshipSponsorship Opportunities.


KKOS Lawyers

Innovest Systems









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.


RITA Conference, Mar 20-22, 2013 in  DC        Retirement Industry Trust Association, Washington DC, 2013

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
And more…
Click here to read and download agenda.

Trust companies, trust officers, compliance & IRA professionals, plan administrators (TPAs), and service providers active in the self-directed retirement plan industry.
Eventbrite - RITA Members: Leap Forward Conference in AZ

Eventbrite - RITA- Leap Forward, Conference in AZ

WHERE:     Retirement Industry Trust Association, Washington DC- 2013
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

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

Sponsored By:

KKOS Lawyers

HWA International

PenChecks Logo

Innovest Trust & Wealth Management Systems

Photos from the past Chicago conference:

Panel discussion: Fraud Mitigation – David Rigsby, Tom Anderson, Craig Greene and Mary Mohr

RITA Fall Conference in CHI: Cocktail Party sponsored by Millenium Trust

Networking w/Robyn Levin, Bill Anthony and David Rigsby at cocktail party sponsored by Millennium Trust

Scott McCartan, president, Millennium Trust w/Rick Rothe

Scott McCartan, President, Millennium Trust w/Rick Rothe


Join us in Chicago for the fall RITA conference on October 18-20th.
New speakers, new content and new opportunities!
Register now!!

“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.

Now’s the time to invest in your education and capitalize on this trend!
Register for Chicago - Thrive in the New Retirement Era! (non-members) in Chicago, IL on Eventbrite

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
P: 312-202-6000
Reserve now for early bird hotel rate, $229. You’ll be entered to win a FREE night. Expires 9/10.

Click to download agenda and brochure.

Register for the Chicago RITA event

Thrive in the New Retirement Era!

Event Contact:
Mary L. Mohr, MBA,JD
Executive Director
Retirement Industry Trust Association
941 724 0900 phone
941 866 7321 fax

Sponsorship Opportunities available.
Sponsorship Form for more information and download the exhibitor package.


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.

Sample topics:
√ 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,

Sponsorship Opportunities available. Email

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