The 11th

SELF-DIRECTED

IRA SUMMIT

April 20, 2024 | Dallas, TX

Why you should attend the 11th SDIRA Summit:

  • Gain expert insights on self-directed plans and how to maximize alternative asset opportunities.
  • Master tax and asset protection.
  • Utilize Self-Directed Roth IRAs for tax-free generational wealth building.
  • Simplify control and investment transactions with an IRA/LLC.
  • Dive into real estate investments and strategies from experienced investors.
  • Expand your knowledge of IRA rules and prohibited transactions.
  • Uncover Solo 401(k) benefits.
  • Learn from real-world case studies.
  • Elevate your investment strategies and network with like-minded attendees

EVENT SCHEDULE

Friday – April 19 (optional)

6:00 pm – 8:00 pm

Welcome and Networking Reception, All Attendees Invited

(hors’ d’oeuvres and cash bar)

Saturday – April 20

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, Jason Bible – 2,000+ transactions, $200M+ in borrowed and invested capital, Mr. Texas Real Estate (TM), Amy Mahjoory – Real Estate Investor & Educator, HGTV Personality, Eric Mattingly – $2B+ in investment transactions, CEO of DMI Holdings, LLC

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 Michael Bradley – CEO Bradley Wealth, Advisor Specializing in Alt Assets, Jonathan Morris – CEO, Titan Bank, Mike Maucelli – CEO at REI Energy,LLC, Ana Klein – Real Estate Investor CPA

4:00 pm – 5:00 pm

Advanced SDIRA Strategies & Supercharging Your Accounts

with Mat Sorensen

6:00 pm – 7:00 pm

VIP Dinner

Dinner and Networking with Mat and all the speakers.

7:00 pm – 9:00 pm

Party and LIVE Directed IRA Podcast

(hors’ d’oeuvres and cash bar)

The Westin Galleria Dallas

Dallas, Texas

Experience the best at The Westin Galleria Dallas. Located in North Dallas, TX, hotel is within walking distance of The Galleria Dallas, known for name-brand shopping. Also, conveniently located near Dallas-Fort Worth International Airport and Dallas Love Field.

Address:
13340 Dallas Parkway,
Dallas, Texas, 75240

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

Amy Mahjoory

Real Estate Investor & Educator, HGTV Personality

Aaron Halderman

Note Investing, COO of Directed IRA

Jason Bible

2,000+ transactions, $200M+ in borrowed and invested capital, Mr. Texas Real Estate (TM)

Michael Bradley

CEO Bradley Wealth

Jonathan Morris

CEO, Titan Bank

Michael Mauceli

CEO at REI Energy,LLC

Ana Klein

Real Estate Investor CPA

Eric Mattingly

Founder and CEO of DMI Holdings, LLC

Nate Hare

Executive Director, Directed IRA

Lindsay Mersino

Virtual Attendee Emcee

Event Sponsor

Title Sponsor

Sponsors

Ignite Funding Logo
Ignite Funding Logo

What Previous Attendees Are Saying…

NCREIA Group

Jason Kohler

Howards Robbins

Monica Mendez

Michelle Toh

Amy Matthews

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