Applying the 2026 Investor Playbook to Your Personal Plan

This client only workshop builds directly on January’s Strategy Group and is designed to help you move from high level strategy into clear, personalized action. Rather than discussing concepts in the abstract, this session focuses on applying the 2026 Investor Playbook to your own self-directed IRA and investment goals. 

Together, we will work through guided worksheets, investor profiles, and real-world scenarios to help you evaluate where you are today and where you want to be by the end of the year. The goal is to identify your strengths, uncover gaps, and create a more intentional plan for how you deploy capital inside your account. 

Please Email Sioban at Misc@MidAtlanticIRA.com for the Zoom Link.