Hosted by Mat Sorensen

October 20th & 21st, 2022

Orange Tree Resort | Scottsdale, AZ

title sponsor

Live In-Person

Date & Time:

October 20, 2022 1 PM – 5 PM | Arizona Time
October 21, 2022, 9 AM – 4:30 PM | Arizona Time


VIP Admission: $549
General Admission: $349
Golf Charity Tournament: $150


Orange Tree Resort
10601 N 56th Street
Scottsdale, AZ 85254

VIP Admission Benefits:

  • + Exclusive Summit SWAG-BAG
  • + Access to Recordings
  • + VIP Only Event Materials
  • + Reserved Seating
  • + Dinner on Friday the 21st in Scottsdale with Mat, Mark and other special guests

Charity Golf Tournament:

Compete for the “Roth Cup” with 18 holes of championship Golf at the Orange Tree Golf Club
4-Person Scramble, Shotgun Start at 8am, Special Prizes and Fun Challenges

What to expect:

  • Hosted by Best Selling Author and Tax Attorney Mat Sorensen
  • 8 hours of training from the leading experts (see Bios below).
  • Q & A throughout the entire day.
  • 2 Networking Receptions
  • Buffet lunch provided Friday
  • Continuing Education Certification (CE) for Lawyers, CPAs, and Financial Advisors (9 hours)

Foundational & Advanced Sessions

  • Introduction to SDIRAs and Alternative Assets
  • IRA/LLC strategies
  • Tax and Legal strategies
  • Advanced Topics include: Real Estate, Cryptocurrency, note investing, private lending, private placements and raising capital, Solo 401(k)s, rental investing, investing in private companies and small business, VC and fund investing.

Networking Opportunities

Connect with 200+ like-minded professionals, business owners, entrepreneurs, and investors.
Build and grow your network with tons of networking opportunities, including:

  • Coffee & Tea Breaks Throughout the Summit
  • 1 Networking Lunch
  • 2 Networking Cocktail Receptions

Have Questions
About the event?

Event Schedule

In-person October 20th – 21st, 2022

Thursday, October 20 | Arizona Time

12pm - 1pm


1pm - 5pm

Foundational Session:

  • Introduction to SDIRAs and Alternative Assets
  • IRA/LLC strategies
  • Tax and Legal strategies

5pm - 6pm

Networking Reception (drinks and Hors D’oeuvres will be served)

Book Signing & Photos with Mat Sorensen, and connect with top Self-Directed IRA Experts in the industry.

Friday, October 21 | Arizona Time

8am - 9am

Registration – Enjoy Coffee & Tea

9am - 12pm

General Sessions:

9 – 9:45, Self-Directed IRA Rules & Avoiding Prohibited Transactions – Know what pitfalls and landmines to avoid when investing in my retirement account

9:45 – 10:45, Strategies and Rules When Investing Your SDIRA in Real Estate & Promissory Notes – Outline the rules and structures to invest your IRA or solo(k) n real estate rentals and flips. How to invest in private notes/lending with your IRA or 401k.
Will Meris, Caliber Funds
Steve Olson, Fourplex Investment Group

10:45 – 11:00 Break

11:00 – 11:30, Using an IRA/LLC (aka, checkbook control IRA) for your Self-Directed Investments – Gain more control and learn how to partner with other persons and accounts into deals.

11:30 – 12:00, Self-Directing Your Health Savings Account and Tax Strategies in Health Care – Session for experienced self-directed investors to learn strategies and structures used by our most successful clients.

12pm - 1pm

Lunch Provided

    1pm - 4pm

    General Sessions:

    1 – 2, IRAs of the Future: Bitcoin & Crypto – Invest your IRA or Solo(k) into cryptocurrency and own crypto in a crypto IRA or 401k wallet. Crypto IRAs can be used to buy and hold, or for trading. Structures on crypto lending and de-fi strategies with retirement accounts. Learn how tax-free crypto income is possible with a Crypto Roth IRA or Roth 401k.

    2 – 2:45, Roth & Roll – All about Roth strategies – the backdoor Roth, Kid Roth, and Roth conversion chunking

    2:45 – 3:00, Break

    3 – 3:30, What is the UBIT? – Avoiding & Navigating UBIT & UDFI with your IRA or Solo 401(k)

    3:30 – 4:15, Solo 401(k) Accounts – Learn the powerful account strategy for self-employed persons with no employees to have their own 401k they can control and self-direct. Greater contributions than IRAs and more flexibility with investments.

    4:15 – 4:45, Advanced Self-Directed Strategies & Supercharge Your Accounts – Learn advanced strategies our most successful clients have used to self-direct their accounts. Share self-directed investment ideas with the group

    4pm - 4:30pm

    Open Forum & Q/A | Closing Remarks:

    Mat Sorensen & Mark Kohler

      4:30pm - 6pm

      Closing Networking Reception (drinks and Hors D’oeuvres will be served)

        7pm - 9pm

        * VIP ONLY Dinner *

        Location to be provided after registration.










        Charity Golf Tournament

        October 22nd, 2022 7 am – 1 pm

        All proceeds will go to

        Golf Venue

        Orange Tree Resort

        10601 N 56th St, Scottsdale, AZ 85254


        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.




        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 –




        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 Lawyers she enjoys traveling, hiking and spending time outside with her two wirehaired pointers, Finnegan & Lloyd.

        Neighborhood Ventures Logo

        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.

        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.

        Chris Loeffler

        Investor, Co-Founder, & CEO at Caliber

        Chris Loeffler has served as the CEO and Chairman of Caliber’s Board of Directors since its inception. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation.

        Prior to forming Caliber, Chris served as a Senior Associate in the audit and assurance practice for PwC in Phoenix, Arizona, completing public company audits, developing control systems, and completing several acquisition or sale transactions. Some of Chris’s clients included Honeywell International, Inc., CSK Auto Inc., Verizon Communications, Inc., Republic Services, Inc., Car Wash Partners, Inc., and the Arizona Diamondbacks.

        Chris earned a Bachelor of Science degree in Business Administration with a concentration in Accounting from California Polytechnic State University, San Luis Obispo. Chris also attended Universidad Complutense de Madrid (University of Madrid) in Madrid, Spain. In addition, Chris is a Board Director for Qwick, Inc., a venture-funded hospitality staffing marketplace.

        Jamison Manwaring

        Co-Founder & CEO at Neighborhood Ventures

        Jamison Manwaring is Co-founder, Managing Partner, and CEO of Neighborhood Ventures. In 2020 he was selected as Phoenix Business Journal’s 40 under 40. Before Neighborhood Ventures, he served as the Vice President of Investor Relations at LifeLock and assisted the company in its successful sale to Symantec in February of 2017.

        Before LifeLock, Jamison was a technology analyst at Goldman Sachs where he participated in over a dozen software IPOs including Tableau, Alarm.com, and LifeLock. Jamison graduated from the University of Utah with a BS in Finance.


        Neighborhood Ventures Logo
        Ignite Funding Logo
        Neighborhood Ventures Logo
        Neighborhood Ventures Logo

        See what others have to say...

        Any chance you get to listen to Mark will absolutely save you $$$$$$$ and make you more intelligent! 


        Mat Sorensen and his presentation was outstanding.


        Mark has me jumping out of my seat and ready to rock and roll my taxes and the law. Now that’s takes skill with the law and a special rapport with people?


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


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


        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.


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


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


        Frequently Asked Questions

        What is the weather like during the Summit?
        Temperatures range from highs near 86 and lows near 60. On average, there is 5% or less chance of rain this time of the year.
        Who do I contact if I'm interested in Sponsoring or Speaking?
        Can I Bring My Spouse Or A Guest for free?
        Because of our VERY limited seating, every person must purchase a ticket to get into the event.
        Is my registration fee or ticket transferrable?
        We are not offering transfer of tickets.
        How can I contact the organizer with additional questions?
        Do you have a discounted room block at the Orange Tree Resort?

        Yes, we do, it is limited so we suggest you book today.

        BOOKING LINK: https://bookings.travelclick.com/95806?hotelid=95806#/guestsandrooms


        Is there parking nearby for the Summit?
        Parking is available onsite at the host hotel located at Orange Tree Resort 10601 N 56th St., Scottsdale, AZ 85254
        What is there to do nearby at the Summit?
        On the edge of the Phoenix metro, attendees will have access to world-class spa resorts, golf courses, art venues, local nightlife, and beautiful landscapes and trails.
        What's the refund policy?
        We are not offering refunds or transfer of tickets.
        Can I update my registration information?
        Yes please contact us by email to make this request – [email protected]
        Can I Get A Refund If I Can't Attend?
        We are not offering refunds at this time.
        What Should I Wear?
        The dress code is business casual for the event. Our meeting room WILL be on the cool side, so plan accordingly and bring an additional sweater, wrap, or jacket.

        © 2022. All Rights Reserved.