Upcoming Webinars

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Past Webinars

If you want to do more with your retirement wealth than just invest in stocks, bonds & mutual funds join us for this webinar! We'll discuss:

  • Basics of self-directed accounts
  • STC's full-service approach
  • Diverse investment options
  • Client investment examples

Join us for a webinar focused on answering YOUR questions about self-directed retirement accounts. We'll have a brief overview of self-direction and then we'll answer all your questions. You can now send us your questions in advance. When you register for the webinar simply type your questions in the Questions & Comments box. We'll answer all the questions we receive in advance and any asked during the live webinar. You can learn more about the types of investments that are available with a self-directed account, how the setup of your account is completed and how you go about making an investment. You'll also learn some sophisticated ways of maximizing your flexibility with an STC account. Now's your opportunity to learn how you can best utilize a self-directed retirement account with STC to grow your retirement wealth.

Need some help understanding the ins-and-outs of self-directing your retirement investments? Then you've come to the right place. In this STC webinar you'll:

  • Learn about using leverage in your retirement portfolio through non-recourse loans
  • Understand what investments may trigger UBIT or UDFI
  • Decide if you should investigate a Roth conversion for your account

Interested in learning about investing in Real Estate in your retirement account? Then join STC for this webinar! We'll discuss: -Benefits of self-direction -Leverage & non-recourse loans -Guidelines for self-directing -Partnering with other funding sources ...and more! We'll also have an open Q&A so you can get your questions answered.

Are you interested in a self-directed retirement account but you wonder what kind of 'due diligence' you should do to select an investing partner? We understand that your retirement funds are an important asset and that you want to work with the very best company for your needs. Join us for this webinar and learn some of the questions to ask when choosing the right partner for you and your future!

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