Mortar Group – Webinar – 03.12.25
Introducing Mortar Wealth Strategies: Unlocking Self-Directed IRAs
Mortar Group is launching Mortar Wealth Strategies, an educational series designed to help investors take control of their financial future and diversify beyond traditional assets.
For our kickoff session, Anthony Morena, Principal of Mortar Group will lead an in-depth discussion on Self-Directed IRAs (SDIRAs) and how they can expand your retirement investment opportunities beyond stocks and bonds.
In this half hour session, we will cover:
– How SDIRAs work and what sets them apart from traditional retirement accounts
– A step-by-step guide to converting an existing IRA into an SDIRA
– Key benefits and risks every investor should understand before making the switch
The session will close with a live Q&A, where attendees can ask questions and gain practical insights to refine their retirement investment strategies.