Updated 3 months ago on .
Webinar – Due Diligence for Private Lending with Jeff Watson
No Replies
- 10/07/25 12:00PM - 01:00PM America/New_York
- https://www.advantaira.com/event/due-diligence/
- Free
Disclaimer: BiggerPockets does not support or sponsor any meetups unless otherwise noted. Do your due diligence before attending any events. You may be agreeing to attend an event that includes promotion, pitching, or high-pressure sales tactics or techniques. Poster certifies that there will be no pitching of products or services at this event.
Learn How to Evaluate Borrowers, Collateral, and Deals before You Lend
Before you lend money from your self-directed IRA, you must understand the risks and how to minimize them. In this informative webinar, Advanta IRA's Larissa Greene welcomes real estate attorney and investor Jeff Watson for a discussion on how to perform due diligence on private notes, including vetting the borrowers.
Drawing from his extensive legal experience and investment insight, Jeff will preview key topics from his upcoming Elite Deal Makers class and explain the critical steps of due diligence for IRA-based lending. Whether you're lending to real estate investors, entrepreneurs, or other borrowers, this session will help you understand how to protect your retirement assets while making smart lending decisions.
In this webinar, you’ll learn:
- The four questions to ask yourself before making a loan
- How to analyze the deal and assess the borrower’s credibility
- What you need to know about the collateral securing the loan
Whether you’re lending to real estate investors, entrepreneurs, or other borrowers, this session will help you understand how to protect your retirement assets while making smart lending decisions.
Register today.
Webinar Details
Tuesday, October 7, 2025
12-1 pm ET (9-10 am PT)