Ride the Wave: RITA Self-Directed IRA Conference has ended

Create Your Own Event

Ride the Wave: RITA Self-Directed IRA Conference

7:30am PDT

Continental Breakfast Mesa Verde Room

8:30am PDT

President's Welcome Mesa Verde RoomTom Anderson

8:45am PDT

Navigating the Legislative Waves in Retirement Plans Mesa Verde RoomMichael Kreps

9:45am PDT

Moring Break TBA

10:00am PDT

Cryptocurrency in IRAs; Yeah or Nah? Mesa Verde RoomTom Anderson • Adam Bergman • Thomas Pageler • Scott Schwartz

11:30am PDT

Sponsor Presentations Mesa Verde Room

12:00pm PDT

Buffet Lunch Poolside

1:00pm PDT

Cryptocurrencies San CarlosScott Schwartz • Adam Bergman Federal Legislation San GabrielMichael Kreps

1:55pm PDT

Trust Company Best Practices San CarlosKirk Merritt Single Member LLC's San GabrielTom Anderson

2:40pm PDT

Afternoon Break TBA

3:00pm PDT

State Legislative Initiatives San CarlosMary Mohr Ohio Court Decision San GabrielTodd Carroll

3:50pm PDT

Operations San CarlosMary Corrigan • Maribel Gerstner Unusual Assets in IRAs San GabrielELIZABETH CURTIS

4:35pm PDT

Open Discussions Mesa Verde Room

6:00pm PDT

Cocktail Reception Waterfall Terrace

7:00pm PDT

Dinner on Your Own TBA

7:30am PDT

Continental Breakfast Mesa Verde Room

8:30am PDT

Executive Director's Report Mesa Verde RoomMary Mohr

9:00am PDT

Regulatory Update Mesa Verde RoomTom Anderson • Zach Knepper • Kathleen Marcus • Thomas Reitz

10:00am PDT

Morning Break TBA

10:15am PDT

Crowdfunding Update Mesa Verde RoomKaaren Hall • Tyler Callaghan • Amy Cortese • Jillian Sidoti • Gene Trowbridge

11:30am PDT

Sponsor Presentations Mesa Verde Room

12:00pm PDT

Buffet Lunch Poolside

1:00pm PDT

Dealing with Addictions in the Workplace Mesa Verde RoomNanette Zumwalt

1:35pm PDT

Workplace Addictions San CarlosNanette Zumwalt CA Privacy Laws San GabrielKirk Merritt

2:20pm PDT

Managing Online Reviews San CarlosDaniel Gleich Cybersecurity San GabrielJennifer Abernathy

3:00pm PDT

Afternoon Break TBA

3:15pm PDT

Real Estate in IRAs San CarlosRichard Roethke Customer Service San GabrielMary Mohr

4:05pm PDT

IRA Statute of Limitations San CarlosMat Sorensen Industry Statistics San GabrielTom Anderson • Mike Posey

4:40pm PDT

Open Discussions: Riding the Retiement Wave Forward Mesa Verde Room

5:00pm PDT