Self-Directing Safely: How to Protect Yourself and Your Assets w/ Thi Valdez

Join us for one of our weekly classes with Thi Valdez, Compliance Officer at Quest Trust Company! The last thing any investor wants is to find out his/her deal has gone south, which is why you always hear the experts…

Self-Directing Safely: How to Protect Yourself and Your Assets w/ Thi Valdez

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Join us for one of our weekly classes with Thi Valdez, Compliance Officer at Quest Trust Company!

The last thing any investor wants is to find out his/her deal has gone south, which is why you always hear the experts explaining the importance of due diligence when self-directing. It’s important to make sure you’re taking the time to protect yourself and your assets… but you might wonder what role your SDIRA custodian plays. In this class, Quest Trust Company Compliance Officer, 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. She will touch on how involved your custodian can be and will also share case studies of real life examples! Get the inside scoop on due diligence from a different perspective and be sure to register today!

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
Real life due diligence case studies performed by SDIRA investors
And much, much more!

DISCLAIMER: Quest Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.

Want to continue the education? Be sure to RSVP to our FREE weekly webinars and other events! https://www.questtrustcompany.com/all-events/quest-webinars/

Ready to start using Self-Directed IRAs? Schedule a free consultation with a Certified IRA Specialist with a click of a button here! https://calendly.com/iraspecialist/youtube-complimentary-consultation

Call us at 855-FUN-IRAS (386-4727) or email us at IRASpecialists@QuestTrust.com today!

Facebook: https://www.facebook.com/QuestTrustCompany/
LinkedIn: https://www.linkedin.com/company/questtrust/

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