Webinars

Upcoming Webinars

We've got some insightful, new webinars in the works! Keep an eye out for details on how to register for these upcoming webinars.

Investment Sponsor Highlight:
Transforming Raw Land into Potential SDIRA Returns

When: Tuesday, June 18, 2024 at 3:00 PM ET / 12:00 PM PT
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Your Guide to Self-Directed IRAs:
Interactive Q&A Webinar

When: Thursday, June 27, 2024 at 2:00 PM ET / 11:00 AM PT (45 minutes)
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View our previously recorded webinars on-demand to learn more about Self-Directed IRAs, alternative investments, trending industry topics, and more!

Investment Sponsor Highlight: Self-Directed IRAs and Tailored Investing Potential

Madison Trust was joined by Allen Tyndall, Seaside Wealth Advisors’ CEO & CIO, to discuss the company's approach in crafting tailored savings and investment strategies that work with individuals’ financial narratives. Learn how to leverage Self-Directed IRAs for various alternative asset opportunities and joint ventures.
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AI Empowered Investing: Optimizing Self-Directed IRA Investments for Building Wealth

Join Dana Udumulla, Investments Manager, and Brianna Avillo, Marketing Manager at Madison Trust, for an insightful journey into the intersection of Artificial Intelligence and Self-Directed IRAs. Explore how AI technology can revolutionize the management of IRA investments, empowering investors to make smarter decisions and maximizing possible returns. Don't miss this opportunity to stay ahead of the curve and unlock the full potential of your IRA investments with AI.
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Beyond the Basics: Investing in Real Estate with a Self-Directed IRA

Join Ian Robertson, Senior Account Executive, and William Osborne, Account Executive at Madison Trust, as they delve deeper into the world of investing in real estate with a Self-Directed IRA. Don't miss out on this opportunity to gain valuable insights on how you can ‘build’ your retirement portfolio.
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Investment Sponsor Highlight: Checking In to Hospitality & Multi-Family Investing with a Self-Directed IRA

Madison Trust was joined by Saagar Parikh, Spark GHC’s Principal and Co-Founder to explore how his company uses a ‘boots on the ground’ approach to maximize their alternative investments. Learn about the advantages of investing in hospitality and multi-family property development and uncover potential opportunities for involvement (including through a Self-Directed IRA).
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Unlocking Private Credit Investing for SDIRAs from a New Perspective

Join Dana Udumulla, Investments Manager, and Brianna Avillo, SDIRA Marketing Manager at Madison Trust, for an insightful webinar on investing in private credit with Self-Directed IRAs. Discover how Madison Trust acts as the bridge between potential investors and private credit opportunities with this powerful investment vehicle.
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Account Navigation: Empowering Your Journey Beyond SDIRA Setup

Join Emily Rhinesmith, Madison Trust's Lead Account Navigator, as she guides you through how our Navigation Department assists clients in taking the next steps after account set up. Embarking on your self-directed investing path can be an exciting step, and our goal is to provide you with this resource to support you on this journey.
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Investment Sponsor Highlight: How Multi-family Investing Can Help Hedge Against Inflation

Madison Trust was joined by Chris Collins, Amity Cash Flow’s Founder and Managing Partner to explore how multifamily investing can potentially offset inflation. Discover the benefits of investing in a multifamily property and possible opportunities for involvement (including through a Self-Directed IRA). Don't miss this focused session, where you can gather valuable insights in just 45 minutes.
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Investing in Innovation: Navigating Startups & Crowdfunding with a Self-Directed IRA

Dive into the realm of investing in startups and crowdfunding opportunities with a Self-Directed IRA in our enlightening webinar. Join Ian Robertson, Senior Account Executive, and Will Osborne, Account Executive at Madison Trust, for a focused session, where you can gain valuable insights in just 45 minutes.
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Navigating Promissory Notes with a Self-Directed IRA: What You Need to Know

Join Dana Udumulla, Investments Manager, and Ian Robertson, Senior Account Executive at Madison Trust, for an informative and insightful webinar on investing in promissory notes with a Self-Directed IRA.
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Investment Sponsor Highlight: Exploring Real Estate Credit

Madison Trust was joined by Eugene Poverni, Poverni Sheikh Group’s CEO, and Eduardo Karpat, Poverni Sheikh Group’s Principal and Credit Committee Member. Together, they will explore the unique advantages of real estate private credit and possible opportunities for involvement (including through a Self-Directed IRA).
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Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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