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X-WR-CALDESC:Events for Midatlantic IRA
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DTSTART;TZID=America/New_York:20260209T183000
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CREATED:20260123T050211Z
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UID:324952-1770661800-1770667200@www.midatlanticira.com
SUMMARY:Applying the 2026 Investor Playbook to Your Personal Plan
DESCRIPTION: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.  \nTogether\, 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.  \nPlease Email Sioban at Misc@MidAtlanticIRA.com for the Zoom Link.
URL:https://www.midatlanticira.com/event/applying-the-2026-investor-playbook-to-your-personal-plan/
CATEGORIES:Strategy Groups
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DTSTART;TZID=America/New_York:20260224T183000
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CREATED:20260123T050506Z
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UID:324956-1771957800-1771963200@www.midatlanticira.com
SUMMARY:Choosing The Right Investment Strategy
DESCRIPTION:With a self-directed IRA\, investors have access to a wide range of alternative investments\, but more choice does not always mean more clarity. Real estate\, private lending\, notes\, syndications\, crypto\, and private equity all come with different structures\, risks\, timelines\, and capital requirements. \nThis national educational session is designed to help investors understand how these strategies differ and how to evaluate which investment paths may align best with their goals\, risk tolerance\, liquidity needs\, and experience level. Rather than telling you what to invest in\, this session focuses on building a framework for decision making inside a self-directed IRA.
URL:https://www.midatlanticira.com/event/choosing-the-right-investment-strategy/
CATEGORIES:Strategy Groups
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