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Heritage IRA x GRIT Partners – Private Credit & Retirement Strategy Lunch & Learn
Heritage IRA x GRIT Partners — Lunch & Learn Series

Rethinking Retirement:
Private Credit & Resilient Income
Strategies for Today's Market

Complimentary Webinar
Online — Heritage IRA & GRIT Partners
Session Recording

Missed the live session? Watch the full recording above at your convenience.

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About This Session

How Disciplined Investors Are Positioning for a Shifting Economic Landscape

Heritage IRA is joined by Rob Napolitano of GRIT Partners — a respected leader in private credit and real estate investment strategies — for an educational session on how investors are adapting to today's shifting economic landscape. As markets evolve, credit tightens, and volatility persists, many investors are reassessing whether traditional strategies alone are enough for the road ahead.

Rob will share his perspective from the front lines of private credit markets, while the Heritage IRA team discusses how self-directed retirement accounts can provide access to alternative strategies — including contractual income, collateral-backed lending, and diversified income approaches — that may help investors position their portfolios more intentionally for the long term.

During This Session, We Cover
Why the traditional investment playbook is evolving.
How tightening bank credit is creating new opportunities for investors.
The growing importance of contractual income.
How senior secured lending can help protect capital.
Why certain regional markets continue to attract investment.
Where private credit may complement long-term retirement strategies.
How self-directed IRAs can provide access to alternative investments.
Joel Landon
Your Presenters
Joel Landon
Heritage IRA  ·  Joined by GRIT Partners
Joel Landon of Heritage IRA is joined by Rob Napolitano of GRIT Partners, a seasoned leader in private credit and real estate investment strategy. Together they bring a practical, front-lines perspective on how disciplined investors are navigating today's market — and how self-directed retirement accounts can be used to access alternative strategies intentionally.

Interested in Learning More?

Have questions about private credit strategies or how a self-directed IRA can provide access to alternative investments? Reach out to the Heritage IRA team — we're here to help you think through where these approaches may fit within your long-term retirement plan.

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