Virtual Online Meeting!
Join us for our weekly class, with Quest Trust Company's VP of Compliance Thi Valdez!
The last thing any investor wants is to find out their deal has gone south, which is why you always hear the experts explaining the importance of due diligence when self-directing your IRA. It’s important to make sure that you are taking the time to protect yourself and your assets…but you might be wondering what role your SDIRA custodian plays. In this class, Quest Trust Company's VP of Compliance, Thi Valdez, will be discussing how to conduct proper due diligence before entering into a deal, throughout the life of the investment, and up until the very end.
What you will learn in this class:
- The importance of due diligence before and after funding an investment
- Your custodian’s role vs your role when conducting due diligence
- The importance of due diligence through real self-directed investment case studies
- And much, much more!
Tune in live on YouTube or Facebook!