Why you should buy the 11th SDIRA Summit Recording:
- Gain expert insights on self-directed plans and how to maximize alternative asset opportunities.
- Master tax and asset protection.
- Utilize Self-Directed Roth IRAs for tax-free generational wealth building.
- Simplify control and investment transactions with an IRA/LLC.
- Dive into real estate investments and strategies from experienced investors.
- Expand your knowledge of IRA rules and prohibited transactions.
- Uncover Solo 401(k) benefits.
- Learn from real-world case studies.
- Elevate your investment strategies and network with like-minded attendees
EVENT SCHEDULE
Friday - April 19 (optional)
Welcome and Networking Reception, All Attendees Invited
(hors’ d’oeuvres and cash bar)
Saturday - April 20
Registration, Enjoy Coffee, Tea, & Pastries
Welcome & Opening Remarks
with Aaron Halderman
Adding Alternative Assets to Your Retirement and Overall Financial Plan
with Mat Sorensen
How to Self-Direct and What Are Your Options
with Mat Sorensen
Self-Directed IRA Rules & Prohibited Transactions
with Mat Sorensen
Coffee Break
IRA/LLC (Checkbook Control) and Partnering Options
with Mat Sorensen
Real Estate Panel: Case Studies and Real Deals
with John Shekarchi - Attorney, Real Estate Developer, Private Lender, Amy Mahjoory - Real Estate Investor & Educator, HGTV Personality, Eric Mattingly - $2B+ in investment transactions, CEO of DMI Holdings, LLC, Grant Cropper - Commercial Mortgage Broker, 18+ years experience in private lending
LUNCH, Included with VIP ticket
Trifecta – Tax and Legal Plan to Save Taxes and Protect Your Assets
with Mark J. Kohler
Roth IRA vs. HSA, Traditional IRA & Solo 401k
with Mat Sorensen and Mark J. Kohler
Coffee Break
Alt Asset Panel
with Aaron Halderman - Note Investing and Private Lending, Mike Maucelli - CEO at REI Energy,LLC, Ana Klein - Real Estate Investor CPA
Advanced SDIRA Strategies & Supercharging Your Accounts
with Mat Sorensen
VIP Dinner
Dinner and Networking with Mat and all the speakers.
Party and LIVE Directed IRA Podcast
(hors’ d’oeuvres and cash bar)
The Westin Galleria Dallas
Dallas, Texas
Experience the best at The Westin Galleria Dallas. Located in North Dallas, TX, hotel is within walking distance of The Galleria Dallas, known for name-brand shopping. Also, conveniently located near Dallas-Fort Worth International Airport and Dallas Love Field.
Event Speakers
MAT SORENSEN
Directed IRA/KKOS Lawyers
Mat has been at the forefront of the self-directed IRA industry since 2006. He wrote The Self-Directed IRA Handbook, which is the most widely used book in the self-directed IRA industry that has sold over 40,000 copies.
Mat is also a VIP Contributor at Entrepreneur and has been cited, referenced, or quoted by the Wall Street Journal, Forbes, and The Guardian on self-directed topics.
Mark J. Kohler
KKOS Lawyers/Directed IRA
Mark J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author; national speaker; radio show host; writer and video personality for Entrepreneur.com; regular television commentator on tax and legal issues; real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen. Mark has advised thousands of SDIRA clients since 2004.
Mark received his B.S. and M.Pr.A. in Accounting from the University of Utah and his Juris Doctor from Willamette University in 2000.
John Shekarchi
Amy Mahjoory
Aaron Halderman
Michael Mauceli
CEO at REI Energy,LLC
Ana Klein
Real Estate Investor CPA
Eric Mattingly
Grant Cropper
Jonathan Morris
Nate Hare
Event Sponsor
Title Sponsor
Sponsors
What Previous Attendees Are Saying…
NCREIA Group
Jason Kohler
Howards Robbins
Monica Mendez
Michelle Toh
Amy Matthews
Secure Payment
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