Exploring Alternative Investments & Self-Directed IRAs

​Join a live panel discussion featuring professionals across custody, tax, wealth management, and alternative investments as they share insights across their respective areas of expertise.

​What we'll cover:
· How self-directed IRAs work — and what alternative assets they can hold
· Roth conversions: the tax strategy behind investing in alts at today's valuations
· Where alternatives and digital assets fit in a diversified portfolio
· Live Q&A with the full panel

​Panelists:
Tia Henderson | Forge Trust | Self-Directed IRA Custodian
Robert Mowry | Del Mar Life Sciences | Tax Professional
Andy Chong | Highline Wealth Partners | Wealth Manager
Michael Treidl | Blue Coin Capital | Hedge Fund Manager

​Free · Live on Zoom · ~60 minutes

​For educational purposes only. Not investment, tax, or legal advice.