CMA Webinar – Lending to and Investing With Self-Directed IRA’s

Members: Complimentary Non-Members: $50.00   There’s a wealth of investment potential out there in self-directed IRA and solo 401(k) plans – ready to be accessed for new sources of capital. How so? Brett Synicky and Jeff Smallowitz will explain. They’ll discuss custodian/non-custodian & trust investments, allowable investment maximums for 2025, prohibited investments, and so much […]

CMA’S Private Money Basics

1 DAY COURSESAVE THE DATE!Location:Crowne Plaza Foster City-San Mateo1221 Chess Dr, Foster City, CA 94404

2025 Fall Conference

Monterey Plaza Hotel

SAVE THE DATE! More Information Coming Soon!