Self-Directed IRA SUMMIT

October 22 & 23 2021 | Scottsdale, AZ

Hosted by Mat Sorensen & Mark J. Kohler

Brought to you by

In-Person LIVE October 22-23, 2021

Orange Tree Resort – 10601 N 56th St., Scottsdale, AZ 85254

Foundational Sessions To Be Covered:

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

Advanced Sessions To Be Covered:

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

Have Questions
About the event?

Our Pricing

General Admission

October 22-23, 2021 - Live In-Person

Ticket Includes:
Event Materials / Full Schedule & Access to Exhibit Hall / Lunch (Sat) / All Presentations Included

VIP Admission

October 22-23, 2021 - Live In-Person

Ticket Includes:
Event Materials / Full Schedule & Access to Exhibit Hall / Lunch (Sat) / All Presentations Included / Special VIP Only Event Materials / Reserved/Priority Seating / VIP Experience Package (Includes 18-hole Charity Golf Tournament & Welcome Reception on Friday the 22nd)

- RECOMMENDED -

$499

Charity Golf Tournament & Welcome Reception

October 22-23, 2021, 1pm-7pm
* One ticket included with VIP Ticket

Ticket Includes:
18 holes of Championship Golf at the Orange Tree Golf Club / 4-Person Scramble, Shotgun Start Promptly at 1:30 pm / Special Prizes & Fun Challenges (longest drive, closest to the pin, etc.) / The Winning Team Will Receive the Coveted Trophy, "THE ROTH CUP" / Invitation to the Welcome Reception & Happy Hour with Drinks & Food

$125 /person

(Option to purchase a Foursome for $500 at checkout)

Speakers

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

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

Aaron Halderman

Senior Vice President of Directed IRA & Directed Trust Company, is a self-directed IRA investor & educator, bestselling author, national speaker and direct response marketing expert.

Aaron has over 12 years of real estate development, distressed debt management and investing experience. Aaron manages his portfolio of private investments at IronSide Capital, a nationwide real estate and note investment firm. He serves as Chairman of NoteWorthy USA, a publisher of the NoteWorthy Newsletter, educational training programs and host of two annual investing conferences, the NoteWorthy Summit & National Convention.

Aaron is currently working on a new book project that will serve as a Step by Step Guide on Buying & Selling Real Estate Mortgages. Aaron and his wife, are the proud parents of 6 children. Aaron holds a Bachelor in Science from Arizona State University.

Kevin L. Kennedy

Attorney in the law firm, Kyler, Kohler, Ostermiller & Sorensen, is a member of the State Bar of Arizona, Association of Corporate Counsel, and the American Bar Association.

Kevin is passionate about helping Entrepreneurs navigate the world of business/tax/estate planning. His ‘bread and butter’ practice areas consist of business entity formations including LLC’s and corporations and helping clients implement associated business tax write-offs, forming self-directed IRA LLC’s, self-directed Solo 401k’s, and estate plans (revocable living trust, will, power of attorney, etc.). Kevin loves helping clients protect their assets and save taxes.

Kevin regularly assists clients with navigating the rules surrounding self-directed retirement accounts including prohibited transactions, UBTI and UDFI taxes. He also has helped many small business owners and real estate investors avoid the costs and risks of litigation by helping to settle disputes out of court.He also has experience representing clients in commercial and real estate litigation matters, bankruptcy, and probate.

Chris Loeffler

Chris Loeffler is the CEO and Co-Founder of Caliber and serves as Chairman of the Company’s Board of Directors.  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, Some of Chris' 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.

Sponsors

Neighborhood Ventures Logo
caliber-funds-logo
Ignite Funding Logo
V Digital Services

Charity Golf Tournament & Welcome Reception

October 22, 2021 – 1pm – 7pm

Option to purchase a Foursome for $500 at checkout

18 holes of Championship Golf at the Orange Tree Golf Club

4-Person Scramble, Shotgun Start Promptly at 1:30 pm. Special Prizes & Fun Challenges (longest drive, closest to the pin, etc.).

The Winning Team Will Receive the Coveted Trophy, “THE ROTH CUP”

Invitation to the Welcome Reception & Happy Hour with Drinks & Food

See what others have to say...

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

D.B.

Mat Sorensen and his presentation was outstanding.

M.S.

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?

V.G.

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.

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.

M.D.

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

M.H.

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

R.V.

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?
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.

Event Schedule

In-Person LIVE October 22-23, 2021

October 22

Charity Golf Tournament & Reception. Separate Ticket Required or Included with VIP Admission.

1pm - 7pm

Charity Golf Tournament & Welcome Reception Happy Hour – Included with VIP Admission.”

  • Come Experience 18 Holes of Championship Golf at the Orange Tree Golf Club. All Proceeds Go to Charity
  • 4-Person Scramble, Shotgun Start Promptly at 1:30 pm
  • Enjoy Special Prizes and Fun Challenges (longest drive, closest to the pin, etc.)
  • The Winning Team Will Receive the Coveted Trophy, “THE ROTH CUP”
  • Following the Golf Tournament, We Will Host a Welcome Reception & Happy Hour with Drinks and Food.
  • Club rentals are available, pickup at the clubhouse ($49).

*If You Wish to Participate in the Charity Golf Tournament or Attend the Welcome Reception Without the VIP Option You Can Purchase Tickets Here.

October 23

7th SDIRA Summit

7am - 8am

Registration – Enjoy Coffee & Tea

8am - 9am

General Session:

Mat Sorensen & Mark Kohler Opening Remarks/ Self-Directed IRA Essentials, “Getting Started & What Is Possible”

    9am - 12pm

    General & Breakout Sessions:

    Self-Directed IRA Rules & Avoiding Prohibited Transactions – Know what pitfalls and land mines to avoid when investing in my retirement account

    Due Diligence Deep Dive – Top 10 due diligence tips when investing

    An Inside Look at Investing Your SDIRA in Real Estate & Promissory Notes – How to invest your IRA in real estate, private and hard money deals

    12pm - 1pm

    Lunch Provided

      1pm - 4:30pm

      General & Breakout Sessions:

      IRAs of the Future: Bitcoin & Crypto – A deep dive into cryptocurrency and your IRA. Strategies to invest with or without an IRA/LLC

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

      What the UBIT? – Avoiding & Navigating UBIT & UDFI with your IRA or 401(k)

      Supercharge Your Accounts – A creative brainstorming session and 100 different strategies to supercharge your Roth

        4:30pm - 5pm

        Open Forum & Q/A | Closing Remarks:

        Mat Sorensen & Mark Kohler

          5pm

          Summit Concludes

            Reserve Your Spot Today!

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