Meeting/Event Information

REIA 301: Phoenix

March 27, 2014
8:30 AM to 5:00 PM
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Fidelity National Title Agency
60 E. Rio Salado Parkway 11th Floor
Tempe, AZ 85281

REIA 301: Investing in Real Estate Using Self-Directed Retirement Accounts is designed to help real estate professionals compete with other financial advisers for investment capital. During this course, students will learn what real estate investments qualify for retirement accounts, about the best custodians to handle self-directed accounts, and how to invest in real estate using self-directed IRAs and Individual 401k accounts. Students can also use these tools to build their own portfolios and personal wealth.

This course will help students:

  • Understand the different types of retirement accounts and how they can be best utilized;
  • Guide clients in using self-directed retirement accounts to purchase and invest in real estate;
  • Learn concepts related to retirement accounts such as third-party administrator vs. custodian, rollovers, and conversions;
  • Better analyze investment opportunities when financed using self-directed retirement accounts;
  • Understand the benefits of membership with the National Association of Real Estate Investment Advisors; and more.


Eight continuing education credits are available for this course. 

***Students should bring a financial calculator, such as the HB10bII, Microsoft Excel, or mobile application for figuring loan payments and making other real estate-related calculations.

Course Policies


$195.00 Single Admission
$175.00 Earlybird rate before March 6