Self-Directed IRA SUMMIT

Hosted by Mat Sorensen 

Last Summit

Costa Mesa, CA. / April 2022

Next Summit

Scottsdale, AZ / October 2022

THE 8TH SELF-DIRECTED IRA SUMMIT

Costa Mesa, CA / April 2022

Did you miss the last Self-Directed IRA Summit?

NEW RELEASE: Summit Recordings

Get the recording and Take control of your retirement on your own time!

Recordings Includes:

  • Over 9 hours of Self-directed IRA training with industry experts
  • Full video access to the entire summit
  • 10+ different topics
  • Foundational Session: Introduction to SDIRAs and Alternative Assets, IRA/LLC strategies, Tax, and Legal strategies.
  • Advanced Session: Real Estate, Cryptocurrency, note investing, private lending, private placements and raising capital, Solo 401(k)s, rental investing, investing in private companies and small businesses, VC, and fund investing.
  • Access to all presentations & workbook slides

$149 Limited Time Only

Speakers

THE 8TH SELF-DIRECTED IRA SUMMIT

Learn game-changing self-directing strategies from leaders in the industry.

Mat Sorensen

Founder and CEO of Directed IRA & Directed Trust Company, is an attorney, best-selling author, and a national speaker and expert on self-directed retirement accounts.

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 30,000 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.

https://sdirahandbook.com

https://directedira.com

https://cryptotaxsummit.com

Mark J. Kohler

Founder and CFO of Directed IRA & Directed Trust Company, is an attorney, CPA, and best-selling author of 4 books (3 of which have chapters on self-directed IRAs).

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, and the accounting firm of Kohler & Eyre, CPAs. Mark has advised thousands of SDIRA clients since 2004. Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory, and financial laws to greater success and wealth.

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. Learn more about Mark at his sites –

https://markjkohler.com/

https://directedira.com

https://cryptotaxsummit.com

Katie Nentwick, Attorney

Attorney at KKOS Lawyers, Katie’s focus at KKOS is helping entrepreneurs structure their business, save taxes, and protect their assets. Whether clients are looking to restructure their primary business, start a side hustle or self-direct their retirement assets, her goal is always to provide a comprehensive picture of their financial and legal world.

Katie has over a decade of experience in financial planning, her unique background of law and finance is particularly helpful to clients looking to translate their life’s work into a comfortable retirement and lasting legacy.

Katie received her BSBA in Finance from the University of Akron, and her Juris Doctor from the University of Akron School of Law. Outside of KKOS she enjoys traveling, hiking and spending time outside with her boyfriend and their two wirehaired pointers, Finnegan & Lloyd.

Aaron Halderman

COO of Directed IRA & Directed Trust Company, Aaron is responsible for sales and relationship management, product and strategy, client services, operations, and marketing at Directed IRA. Prior to joining Directed IRA, Aaron was a managing partner for a private investment company that acquired over 2,000 single-family assets nationwide and managed over $100 million in note investments.

Aaron has over 15 years of real estate development, distressed debt management, and financial services experience. Aaron is the publisher of the NoteWorthy Newsletter and host of two annual note investing conferences, the NoteWorthy Investors Summit & the National Convention.

Aaron holds a Bachelor in Science from Arizona State University. Aaron loves spending time with his children, traveling, golfing, and following sports stats.

Will Meris

As EVP/Managing Director for the Caliber Companies, Will brings over 25 years of experience in private equity management, capital raising, entrepreneurial wins, regulatory oversight and operational vision. He focuses his time on Caliber’s Marketing and Wealth Development departments and assists in the acquisition and management of the company’s capital investments.

Prior to Caliber, Will’s primary expertise was centered in the hospitality sector. Recent projects with which he has been involved Include the Virgin Hotel in Las Vegas and Bishop’s Lodge Resort in Santa Fe, NM. Additionally, he previously handled fund management and capital formation activities for MacArthur Place Hotel in Sonoma, CA and was CEO of the company that owned L’Auberge de Sedona Resort in Arizona.

With a vast background in private equity and venture capital, Will currently sits on several boards of early-stage growth companies. He graduated from Arizona State University with a BS in Business Administration and a minor in Finance.

Steve Olson

Steve Olson has been in the real estate game since 2002. He completed his first real estate deal while still in college and decided to pursue investing as a full time career at that point.

Throughout the ups and downs of the market since the early 2000’s, Steve has completed a wide range of real estate transactions including the sale of raw land, bulk foreclosure packages, single family flips, and single family/small multi family rentals.

Steve is currently the Director of Sales for the Fourplex Investment Group (FIG), which develops fourplex projects in the Salt Lake City, Houston, Phoenix, and Boise metropolitan areas. These projects typically range between 200 and 350 units and are built as townhomes, but are platted as fourplexes, or sometimes larger 20-30 unit buildings.

Investors interact with FIG by purchasing units for cashflow or even acting as private lenders to assist FIG in needed capital for acquiring and developing land.

Steve graduated from Brigham Young University and is currently pursuing a Masters in Real Estate from Georgetown University. He lives in Alpine, UT with his wife and 4 kids.

Golf Charity Tournament

October 22nd, 2022

Venue

Orange Tree Resort. Phoenix, AZ

Sponsors

caliber-funds-logo

See what others have to say…

Mat Sorensen and his presentation was outstanding.

M.S.

It was very helpful to learn about asset protection rules for self-directed IRA’s, 401(k)’s and retirement.

R.V.

The Summit was very well organized with great speakers who spoke on topical issues.

O.E.

I liked Mat’s information on non-recourse loan the most. It was very helpful!

C.M.

I plan to attend all of them because I really learned a lot. Also, I trust your team the most because they have already helped the clients I have to refer to Directed IRA

P.D

Mat and Mark make it easy to understand and absorb difficult-to-understand material.

M.H.

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