Kellie Griffith

  • Kellie Griffith has been with CNB Custody for over 15 years, working in four departments through that time; New Accounts, Transfer Ins, Beneficiary Claims, and now Real Estate. Real Estate is where her passion lies, she loves talking to clients about the advantages of IRA investing and helping them achieve their retirement goals. Coming up in September, she will be working to earn the Self-Directed Industry Professional (SDIP) certification.

Purchasing Real Estate In a Self-Directed IRA

Purchasing Real Estate In a Self-Directed IRA

00:26:37| Unlock the potential of your retirement savings by investing in property through a self-directed IRA, blending the security of real estate with tax-advantaged growth. Navigate the unique opportunities and regulations of this powerful financial strategy to diversify and enhance your investment portfolio. Other Replays for this Event ...