10th SELF-DIRECTED IRA SUMMIT

Hosted by Mat Sorensen
Attorney, Author, and CEO of

BOOK YOUR TICKETS NOW

October 20-21, 2023
in Raleigh, NC

CLICK HERE FOR TICKETS!

EVENT SCHEDULE

Friday – October 20

5:00 pm – 7:00 pm

Welcome and Networking Reception, All Attendees Invited

(hors’ d’oeuvres and cash bar)

Saturday – October 21

7:00 am – 8:00 am

Registration, Enjoy Coffee, Tea, & Pastries

8:00 am – 8:05 am

Welcome & Opening Remarks

with Aaron Halderman

8:05 am – 8:30 am

Adding Alternative Assets to Your Retirement and Overall Financial Plan

with Mat Sorensen

8:30 am – 9:00 am

How to Self-Direct and What Are Your Options

with Mat Sorensen

9:00 am – 10:00 am

Self-Directed IRA Rules & Prohibited Transactions

with Mat Sorensen

10:00 am – 10:30 am

Coffee Break

10:30 am – 11:00 am

IRA/LLC (Checkbook Control) and Partnering Options

with Mat Sorensen

11:00 am – 12:00 pm

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

12:00 pm – 1:15 pm

LUNCH, Included with VIP ticket

1:15 pm – 2:00 pm

Trifecta – Tax and Legal Plan to Save Taxes and Protect Your Assets

with Mark J. Kohler

2:00 pm – 2:45 pm

Roth IRA vs. HSA, Traditional IRA & Solo 401k

with Mat Sorensen and Mark J. Kohler

2:45 pm – 3:00 pm

Coffee Break

3:00 pm – 4:00 pm

Alt Asset Panel

with Randy Luebke – Registered Financial Consultant, Real Estate-Integrated and Self-Directed Financial Consulting, George Pace EVP, Caliber $2.5B+ Alt Asset Manager, Jonathan Morris – CEO, Titan Bank, Michael Bradley – CEO Bradley Wealth, Advisor Specializing in Alt Assets

4:00 pm – 5:00 pm

Advanced SDIRA Strategies & Supercharging Your Accounts

with Mat Sorensen

5:00 pm – 6:30 pm

Networking Reception, All Attendees Invited

(hors’ d’oeuvres and cash bar)

7:30 pm – 9:30 pm

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.

CLICK HERE FOR MORE INFO
Address:
4100 Main at North Hills Street
Raleigh, NC 27609

General Admission

General Admission Seating

Access To All Speaker Sessions

2 Networking Receptions

6 Months of Access to all Recordings, Presentations, and Workbook Slides

Lunch Provided

Exclusive Summit SWAG-BAG & VIP Only Event Materials

2 Drink Tickets to Networking Reception Saturday Evening

VIP Event - Dinner and Networking with Mat, Mark, and all VIP Ticket Holders at Drive Shack, Raleigh, NC

$199

CLICK HERE FOR TICKETS!

VIP Admission

Limited Tickets Available

VIP Reserved Seating

Access To All Speaker Sessions

2 Networking Receptions

6 Months of Access to all Recordings, Presentations, and Workbook Slides

Lunch Provided

Exclusive Summit SWAG-BAG & VIP Only Event Materials

2 Drink Tickets to Networking Reception Saturday Evening

7:30 pm - 9:30 pm VIP Event -

Dinner and Networking with Mat, Mark, and all VIP Ticket Holders at Drive Shack, Raleigh, NC

$349

I WANT VIP ACCESS!

Virtual Pass

Full Video Access to the Entire Summit via Livestream

All Presentations Included

6 Months of Access to all Recordings, Presentations, and Workbook Slides

$149

CLICK HERE FOR VIRTUAL!

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

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 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

Co-Founder and Board Member 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 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

Attorney, Real Estate Developer, Private Lender

Aaron Halderman

Note Investing, COO of Directed IRA

Jonathan Morris

CEO, Titan Bank

Howard Robbins

Ignite Funding, Matching Investors & Borrowers

George Pace

EVP, Caliber $2.5B+ Alt Asset Manager

Michael Bradley

CEO Bradley Wealth

Michael Fichman

CLT BUYERS – Real Estate Investor (Charlotte)

Ed Peugh

CLT BUYERS – Real Estate Investor (Charlotte)

Randall Luebke

CEO LIFETIME PARADIGM, INC.

Nate Hare

Executive Director, Directed IRA

Lindsay Mersino

Virtual Attendee Emcee

Event Sponsor

Platinum Sponsor

Title Sponsor

Sponsors

Ignite Funding Logo
caliber-funds-logo
Ignite Funding Logo

What Previous Attendees Are Saying…

“This event was life changing. Everyone here added value.”
 
-Ashlye A
“I learned to push past my boundaries and overcome my limiting beliefs.”   
 
-Danny J
“The family dynamic environment & support I received was unimaginable.”
 
-Stacey P
“This event was life changing. Everyone here added value.”
 
-Ashlye A
“I learned to push past my boundaries and overcome my limiting beliefs.”   
 
-Danny J
“The family dynamic environment & support I received was unimaginable.”
 
-Stacey P
“This event was life changing. Everyone here added value.”
 
-Ashlye A
“I learned to push past my boundaries and overcome my limiting beliefs.”   
 
-Danny J
“The family dynamic environment & support I received was unimaginable.”
 
-Stacey P
“This event was life changing. Everyone here added value.”
 
-Ashlye A
“I learned to push past my boundaries and overcome my limiting beliefs.”   
 
-Danny J
“The family dynamic environment & support I received was unimaginable.”
 
-Stacey P
“This event was life changing. Everyone here added value.”
 
-Ashlye A
“I learned to push past my boundaries and overcome my limiting beliefs.”   
 
-Danny J
“The family dynamic environment & support I received was unimaginable.”
 
-Stacey P
“This event was life changing. Everyone here added value.”
 
-Ashlye A
“I learned to push past my boundaries and overcome my limiting beliefs.”   
 
-Danny J
“The family dynamic environment & support I received was unimaginable.”
 
-Stacey P
“I learned to push past my boundaries and overcome my limiting beliefs.”   
 
-Danny J
CLICK HERE FOR TICKETS!

What Previous Attendees Are Saying…

“Mat’s “Super-Charge” section was great, and it was really helpful to hear Mark’s presentations on Asset Protection Rules and Maximizing Your Self-Directed Retirement.”
 
-MD
“Mat Sorensen and his presentation was outstanding.”
 
– M.S.
“I liked Mat’s information on non-recourse loan the most. It was very helpful!” 
 
-C.M.
“It was very helpful to learn about asset protection rules for self-directed IRA’s, 401(k)’s and retirement.”
 
-R.V.
“Mat and Mark make it easy to understand and absorb difficult-to-understand material”
 
– M.H.
“The Summit was very well organized with great speakers who spoke on topical issues.”   
 
-O.E.
CLICK HERE FOR TICKETS!

Secure Payment

All orders are through a secure network. Your credit card information is never stored in any way. We respect your privacy.

Need help? [email protected]

Copyright 2023 | SDIRA Summit | All rights reserved |