Self-Directed IRAs are a great tool for home buyers investing in real estate. Learn why real estate professionals are becoming more savvy with IRAs, including uncovering capital resources their buyers need.
Director of Investor Education and Onboarding @iPlanGroup
Roberta brings educational training expertise, understanding of business ownership in the construction industry, including tax-advantaged retirement accounts, and new business development strategies.
Roberta’s “real world” experience brings a dynamic experience to Self-Directed IRA educational events and makes the content easy to understand.
Managing Partner, CPD Realty Holdings, LLC
CPD Realty & Holdings, LLC is a real estate solutions company. Wendy works with homeowners in all types of situations. Including, staying in your home, buying it if it qualifies for our purchase program, or we can help you sell your home.
Wendy is savvy to Self-Directed IRA Investing and is passionate in spreading the word to homeowners and investors looking to leverage real estate assets in their retirement accounts.
Team Leader, Keller Williams Realty, Greater Metropolitan
Michael's role is focused on the growth of the Commercial Real Estate presence for Keller Williams Greater Metropolitan through business development, deal analysis, negotiation and transaction management. Additionally, he supports the organization's Principal in ad hoc projects relating to other interests.
Michael also participates in monthly Master Mind Groups with KW Greater Cleveland to keep real estate professionals current on best practices and market trends.