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In addition to his hands on experience, he has the opportunity to speak to many groups including real estate investors and brokers, CPA’s, financial advisors, attorneys, and mortgage professionals about the power and possibilities of IRA, 401k, and qualified plan self-direction. He provides continuing education credits for attorneys, accountants, realtors, appraisers, etc both nationally and state specific.
Professional Associations/Licenses:
- Certified IRA Services Professional (CISP) by The Institute of Certified Bankers #31901
- Certified Trust Specialist
- Certified Distance Education Instructor (CDEI) ID: 67663
- Delaware Real Estate Commission Instructor #101111
- New Jersey Real Estate Continuing Education Instructor #I1000134
- Certified Financial Planner Board of Standards Sponsor #2803
Publications:
“Six Strategies To Make Sure You Have enough Money to Retire” July 2014 Issue, The Diversified Investor
- “Three Simple Reasons To Open A Truly Self-Directed IRA, 401K or Other Qualified Plan” June 2005 Issue, IRA & 401K Insights
- “Buying Property in Mexico with Your IRA” November 2006 Issue, IRA & 401K Insights
- “Grow Your Self -Directed Retirement Account with Non-Recourse Loans” July 2005 Issue, IRA & 401K Insights
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