Are you an investment sponsor struggling to raise capital in today's uncertain market? Discover how to unlock IRA funds and scale your raise through our new Preferred Partner Masterclass, led by Preferred Trust Company CEO Carrie Cook. In this episode of The Preferred Way, Carrie’s team breaks down what’s inside the 9-part Masterclass—actionable steps, onboarding support, and real-world capital-raising strategies used by successful sponsors.
 
Learn how to streamline custodian relationships, leverage sticky retirement capital, and differentiate yourself from the competition with real IRA education and resources.
There’s no cost to join the Masterclass—only upsides! Register now using the link in the description. If you're ready to raise capital smarter—not harder—this Masterclass is your next step.
JOIN THE MASTERCLASS NOW https://mc.preferredtrustcompany.com/2/cpmc-2025-e/signup/?_gl=1*1mg3k21*_gcl_au*MTMyNTE1NTY0NS4xNzQyOTI1OTI1
 
Schedule a consultation HERE https://info.preferredtrustcompany.com/preferred-trust-consultation?_gl=1*kdrrev*_gcl_au*MTMyNTE1NTY0NS4xNzQyOTI1OTI1
 
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