Lunch & Learns
Expert-led sessions designed to help individual investors understand self-directed IRAs, alternative assets, and the power of tax-advantaged retirement investing.
Knowledge That Moves Money Further
Our Lunch & Learn series gives individuals a deeper understanding of self-directed IRAs and the variety of assets and operators in the industry.
On-Demand Library
Past Sessions
Heritage IRA x OWNx
A Modern Approach to Precious Metals IRAs
Explore how OWNx is rethinking the Precious Metals IRA — zero premiums, fractional investing by weight, and full market pricing transparency inside a self-directed retirement account.
View Full Session PageHeritage IRA x GRIT Partners
Rethinking Retirement: Private Credit & Resilient Income Strategies
Joel Landon is joined by Rob Napolitano of GRIT Partners to explore how self-directed IRAs can provide access to private credit strategies — contractual income, senior secured lending, and collateral-backed approaches built for today's market.
View Full Session PageHeritage IRA x American Digital Realty
From ETFs to TREIFs: The Next Evolution of Real Estate
Discover how tokenized real estate funds (TREIFs) are reshaping private real estate access for self-directed IRA investors — lower barriers, blockchain-based ownership, and diversified portfolios.
View Full Session PageHeritage IRA x Michael Hoang
Retiring in Your 30s Through Real Estate: Strategies Worth Knowing
Michael Hoang left corporate America and retired in his 30s after five years of focused execution. He breaks down two strategies — mobile home land packages and new construction co-living — and how self-directed IRA investors can think about deploying retirement capital into real estate.
View Full Session PageHeritage IRA x PPR Capital Management
Private Real Estate Credit & Your IRA: A Conversation Worth Having
Joel Landon is joined by Patrick McClatchy of PPR Capital Management to explore private real estate lending — how it works, how it differs from equity deals, and how self-directed IRAs and Solo 401(k)s can access this growing asset class.
View Full Session PageHeritage IRA x My Prosper Team
Wall Street & Main Street: A Smarter Way to Think About Your Portfolio
Heritage IRA joins My Prosper Team to explore how traditional strategies and alternative assets can complement one another — and why Wall Street vs. Main Street is a false choice for today's self-directed investor.
View Full Session PageWhy Heritage IRA
Built for the Individual Investor Ready to Take Control
Expert-Led Content
Sessions delivered by specialists with deep experience in self-directed retirement accounts and the alternative asset operators who power them.
Compliance-Focused
Every session is structured around IRS rules and regulations so you can invest in alternative assets with clarity and confidence.
Client-Ready Takeaways
Walk away with a clear understanding of how to put your retirement dollars to work across a variety of real, tangible asset classes.
Ready to Learn More?
Connect with a Heritage IRA specialist to schedule a private Lunch & Learn for your team or to get notified about upcoming sessions.
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