We've got some insightful, new webinars in the works! Keep an eye out for details on how to register for these upcoming webinars.
View our previously recorded webinars on-demand to learn more about Self-Directed IRAs, alternative investments, trending industry topics, and more!
Investment Sponsor Highlight: Exploring Multi-Family Real Estate
Join Paul Poteet (CEO and Founder of Surge Investment Group), hosted by Madison Trust, to learn about multi-family entitlement, development, construction, and possible opportunities for investing (including through a Self-Directed IRA).
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Navigating Private Placements with a Self-Directed IRA: What You Should Know
Join Dana Udumulla, Investments Manager, and Ian Robertson, Senior Account Executive at Madison Trust, for an informative and insightful webinar on investing in private placements with a Self-Directed IRA.
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Investment Sponsor Highlight: Exploring Private Commercial Real Estate Bridge Lending
Join Madison Trust and Tim Stamps, Copper River Funding’s Chief Operating Officer, and Craig Gaudio, Copper River Funding’s Principal and CEO. Together, they will discuss Private Commercial Real Estate Bridge Lending and possible opportunities for involvement (including through a Self-Directed IRA).
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Raising Capital: Diversify Your Funding Sources with Self-Directed IRAs
Join Madison Trust’s Sponsors Team, as they discuss how you can use Madison Trust to build a bridge between potential investors and your fund. Learn how to experience an upsurge in capital with this widely untapped source of funds.
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Investment Sponsor Highlight: Tarek El Moussa | Navigating Real Estate Syndications
Join Madison Trust and Tarek El Moussa, TEM Capital's Founder and CEO, along with Abby Calabrese, TEM Capital's COO, to delve into the world of real estate syndications. Explore insights into projects currently offered by TEM Capital, and the various avenues for participation (including through a Self-Directed IRA).
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Unlocking the Power of Checkbook IRAs: Gain Control of Your Retirement Investing
Join Daniel Gleich, CEO & President, and William Osborne, Account Executive at Madison Trust, as they discuss how to gain greater control of your retirement investing with a Checkbook IRA.
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Empowering Your Wealth: Understanding Directed Trusts and Their Strategic Advantages
Join Kevin McNee, Director of Trust Services at Madison Trust, as he delves into the world of Directed Trusts and how they can potentially revolutionize your approach to estate planning, asset protection, and wealth management.
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How to Offset Inflation with Promissory Notes
Learn how investing in promissory notes can help investors diversify their portfolios and offset inflation with Marco Santarelli, Founder and CEO of Norada Capital Management and Dana Udumulla, Investments Manager at Madison Trust.
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Real Estate IRA Basics: Everything You Need to Know
Join Daniel Gleich, CEO & President, and Ian Robertson, Senior Account Executive at Madison Trust, as they discuss how you can invest in Real Estate with your Self-Directed IRA and what you need to know.
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Who Can Your IRA Transact with? Prohibited Transactions Explained
Our President and CEO, Daniel Gleich, alongside Will Osborne, Account Executive at Madison Trust, dive into the importance of understanding who your IRA can transact with.
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