More investors are seeking ways to grow their wealth while supporting businesses and projects they believe in.

This workshop introduces community investing and explores how individuals can fund real companies and local initiatives through Regulation Crowdfunding (Reg CF), Regulation A+ (Reg A+), and other alternative investment opportunities.

Join Paul Lovejoy, Principal Advisor of Stakeholder Enterprise, and self-directed IRA expert James A. Jones as they discuss the growth of community-based investments and its impact on retirement. Key discussion points will include community investments as a portfolio diversifier, a potential source of income, and a way to better align retirement capital with personal values.

By the end of this session, attendees will be able to:
• Understand the fundamentals of community investing and how it differs from traditional public market investing
• Identify opportunities available through Regulation Crowdfunding (Reg CF) and Regulation A+ (Reg A+) and how these frameworks enable access to private investments
• Evaluate the role of community-based investments within a diversified retirement portfolio, including potential benefits and risks
• Explain how self-directed IRAs can be used to access alternative and community-based investments
• Recognize the income potential and liquidity considerations associated with community investing strategies
• Assess how to align investment decisions with personal values while maintaining a focus on long-term financial goals

Disclaimer:
This webinar is for educational purposes only and should not be construed as investment, legal, or tax advice, or as an offer or solicitation to buy or sell securities. All investments involve risk, including the potential loss of principal. Advisors and investors should conduct their own due diligence and consider individual objectives and regulatory obligations before making any investment decisions.