10th SELF-DIRECTED IRA SUMMIT
Hosted by Mat Sorensen
Attorney, Author, and CEO of
Get Your Recordings of the 10th Self-Directed IRA Summit!
This is your ticket to financial empowerment, and we have an exclusive offer just for you!
Only $149
EVENT SCHEDULE
Friday – October 20
Welcome and Networking Reception, All Attendees Invited
(hors’ d’oeuvres and cash bar)
Saturday – October 21
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, Howard Robbins – Ignite Funding, Trust Deed Investing, Matching Investors & Borrowers, Michael Fichman – Real Estate Investor, Wendy Sweet – Investor and Principal of Carolina Capital Management, LLC.
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 Randy Luebke – Registered Financial Consultant, Real Estate-Integrated and Self-Directed Financial Consulting, Sean Hickham – VP of National Accounts, Caliber Jonathan Morris – CEO, Titan Bank, Michael Bradley – CEO Bradley Wealth, Advisor Specializing in Alt Assets
Advanced SDIRA Strategies & Supercharging Your Accounts
with Mat Sorensen
Networking Reception, All Attendees Invited
(hors’ d’oeuvres and cash bar)
VIP Events
Dinner and Networking with Mat, Mark, and all VIP Ticket Holders at Drive Shack, Raleigh, NC (Transportation leaves at 7 p.m.)
Renaissance Raleigh North Hills Hotel
Raleigh, North Carolina
The hotel’s whimsical design ushers the inside/out and work/play concept into one beautifully chic, highly functional, truly Raleigh experience which mirrors its ideal location centered within Midtown and the bustling North Hills neighborhood. Step outside of the hotel and you will be fully immersed in the Triangle area’s premier shopping, dining, and entertainment destination. Guest rooms feature amenities such as custom duvets and artful décor.
The #1 LIVE Event For Self-Directed IRA Strategies and Education!
Take control of your retirement! Learn game-changing self-directing strategies from the leaders in the industry.
Topics Covered:
- How to Self-Direct and What Are Your Options
- Trifecta – Tax and Legal Plan to Save Taxes and Protect Your Assets
- Using a self-directed Roth IRA to create generations of Tax-Free wealth IRA/LLC aka Checkbook IRA
- Real Estate Single-Family to Multi-Family to Commercial
- Adding Alternative Assets to Your Retirement and Overall Financial Plan
- Solo 401(k) Accounts
- Using Self-Directed IRAs in Real Estate with Actual Client Case Studies
- Supercharge Your Accounts and Advanced SDIRA Strategies
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, and the accounting firm of Kohler & Eyre, CPAs. 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
Aaron Halderman
Jonathan Morris
Howard Robbins
Sean Hickham
Michael Bradley
Michael Fichman
Ed Peugh
Randall Luebke
Paul Del Pozo
Wendy F. Sweet
Nate Hare
Event Sponsor
Platinum Sponsor
Title Sponsor
Sponsors
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What Previous Attendees Are Saying…
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