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How AltTech Is Shaping the Modern Retirement Portfolio

HOW ALTTECH IS SHAPING THE MODERN RETIREMENT PORTFOLIO

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With America’s three retirement pillars on the verge of collapse and with technology transforming America’s labor force, the way people save as well as the investment products they consume, a more constructive and self-directed retirement system is set to emerge from the ashes. This webinar provides an in-depth look into how AltTech (technology-enabled alternative investment products) - particularly a modernized form of real estate investing known as “PropTech” - will shape modern retirement portfolios and thwart a retirement-induced economic crisis.
 
Learning Objectives:


  • Recognize how each of the 3 retirement pillars are irreparably broken

  • Give examples of how modern workforces will perceive retirement

  • Identify the Tax-Advantaged Investment Plans that will replace conventional Retirement Plans

  • Summarize AltTech and PropTech

  • Justify how AltTech and PropTech are transforming portfolio construction

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dara Albright

DWealth Education
Co-founder of DWealth Education
[email protected]

Dwealthed

Dara Albright is a fintech pundit with distinct expertise in digital and decentralized finance. She possesses a distinguished 32-year career in financial services encompassing IPO execution, investment banking, trading, corporate communications, financial conference production as well as institutional and retail sales. She is the host of the Decent Millionaire podcast, an episodic podcast series that helps people discover the unprecedented wealth creating potential of decentralization, web3 & Participate2Earn Economics, and is the co-founder of DWealth Education, a learn-2-earn EdTech platform designed to bridge digital asset literacy gaps in corporate, government and academic sectors. Albright serves on multiple boards including Worthy Financial, a scaling fintech enterprise and ICAN (Investor Choice Advocates Network), a nonprofit public interest litigation organization serving as a legal advocate and voice for small investors and entrepreneurs

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James Jones

IRAeXchange.net
Self-Directed IRA Expert
[email protected]
(978) 500-5791

Iraexchange

James A. Jones is a Board Advisor, Angel Investor, and Self-Directed IRA expert. He is known for pioneering the SDIRA models in P2P finance that enabled the industry to scale retail investor participation and bring the democratization of Wall Street to the everyday investor. He has worked with over 200 fintech Platforms and opened over 25,000 retail IRA accounts. Jones has published numerous papers, books, and articles including 3 bestselling Amazon e-books on Self-Directed IRA’s.

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Matt Belcher is the co-founder and CEO of CalTier, a Fintech company changing the way people around the world invest in Real Estate and alternative assets. Belcher is a seasoned executive and entrepreneur engaged in real estate, FinTech, technology, Foreign Direct Investment (FDI), and commerce both into and out of the US. He resides in Southern California (originally from England) and is a resource for any international individual, organization, family office, or institution looking to deploy capital, and invest in the United States, specifically cash-flowing commercial real estate assets.

About Our Presenter

Dwealthed
The mission of DWealth Education is to produce innovative and entertaining financial content that makes personal finance and retirement planning not only easy to comprehend but alluring to the average consumer. Only by truly engaging the populous can the national wealth gap narrow and the looming retirement crisis be thwarted.