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CTREIA Monthly Meeting - Investing with Retirement Accounts - Daniel Tercey with Directed IRA

with... Daniel Tercey

Unlock the power of self-directed IRAs! Join Daniel for a refresher on IRA basics and discover how to use your retirement funds for private lending, small deals, and traditional real estate investments. A must-attend meeting!

Monday, September 21, 2026 5:45 PM - 9:00 PM
Sheraton Hartford South
100 Capital Blvd Rocky Hill, CT 06067

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Self Directed IRA Is Nation’s Leading Self-Directed IRA Custodian

Join Daniel for an informative session that goes beyond the basics and explores how investors are using self-directed IRAs to invest in real estate, fund private loans, and structure deals that help grow long-term wealth.

Whether you're new to self-directed investing or looking for a refresher, you'll gain practical insights into how retirement accounts can become a powerful tool in your investing strategy.

During this session, you'll learn:

  • What a Self-Directed IRA is and how it works
  • The types of real estate investments an IRA can own
  • How private lending works inside an IRA
  • How to structure small and traditional real estate deals using retirement funds
  • Key rules and considerations every investor should know

Whether you're looking to invest your own retirement funds or simply want to expand your knowledge, this meeting will introduce strategies that many real estate investors overlook. Bring your questions and discover how a self-directed IRA could open the door to new investing opportunities.

Join Connecticut’s premier real estate investing community for our monthly meeting, held on the third Monday of each month. Topics and speakers vary, and each month’s details are shared with our community through email and social media.

These meetings are designed to help you network, find deals, and learn from experienced local and national speakers who are actively investing and helping others succeed.

Typical Meeting Schedule:

5:45 PM – Doors open
5:45–6:45 PM – Networking
6:45–7:00 PM – CTREIA updates
7:00–7:15 PM – Member deals
7:15–8:30 PM – Keynote speaker
8:30–9:00 PM – Q&A

Building your network is critical in this business, and our monthly meetings are the perfect place to connect with like-minded investors, share opportunities, and gain practical insights you can use right away.


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Members:
Free For Members
Non-Members:
$39.00

Date:  Monday, September 21, 2026
Time:  5:45 PM - 9:00 PM

Location:
Sheraton Hartford South
100 Capital Blvd
Rocky Hill, CT 06067

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 (860) 265-4414

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