Lunch will be served at the conference location and is included for attendees.
Mat Sorensen is an attorney and best-selling author of The Self-Directed IRA Handbook: An Authoritative Guide for Self-Directed Retirement Plan Investors and Their Advisors. The Self-Directed IRA Handbook is an Amazon best-seller and the most widely used and referenced book in the self-directed IRA industry.
Mat's legal practice has a particular emphasis on self directed retirement plan law. Mat has advised over a thousand clients with self directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self directed IRAs and 401(k)s.
Mark J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author on asset protection and tax planning; national speaker; radio show host; blogger for Entrepreneur.com; real estate investor; and partner at the law firm, Kyler, Kohler, Ostermiller & Sorensen; and the CPA firm of Kohler & Eyre. 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.
Born and raised in Rapid City, South Dakota, and graduating with a Business Management degree from the University of South Dakota in 1979, Roger's career has come back full circle to First Western Federal Savings Bank. Starting with Norwest Banks in Rapid City over 34 years ago, Roger had great opportunities to form new DeNovo banks in the market, manage banks in South Dakota and Arizona, and run a regional loan center in Prescott, Arizona for The Stockman’s Bank, an independent bank in Arizona. It has been a terrific fit and a move that he has enjoyed immensely. The best part of working with FWFSB is the close and personal interactions he has with their customers and the staff there at First Western Federal.
Jarom Bergeson is a Senior Associate with Kyler Kohler Ostermiller & Sorensen, LLP. For nearly a decade, Jarom has focused his practice on helping clients save on taxes, protect their hard-earned assets, raise business capital, navigate the complexities of self-directing their retirement accounts, and ensure their loved ones are taken care of after they pass away. Jarom’s clients are entrepreneurs, small business owners, start-ups, and real estate investors from all across the country and all walks of life. Jarom graduated from the Sturm College of Law at the University of Denver in 2008, is licensed to practice in Utah and Colorado, and is a sought-after speaker on numerous matters, such as self-directed investing, Securities and estate planning.
The Self-Directed IRA Summit will be held at The Hyatt Lodge at McDonald's Campus. Rooms may be booked through the hotel here The Hyatt Lodge
However, if you require a reservation elsewhere, there are dozens of other options within a few miles of the event.
Temperatures range from an average high of 76, to an average low of 51
Complimentary self-parking is only a short walk east of the venue.
Just outside of the Chicago metro, Oak Brook is home to Cantigny Park, the Elmhurst Art Museum, the Morton Arboretum, as well as a variety of local shops and restaurants
Mat's "Super-Charge" section was great, and I also liked Randy's section on Planning Your Self-Directed Retirement.
Mat Sorensen and his presentation was outstanding.
Mat Sorensen's "Super-Charge" presentation was great. I also liked Randy Luebke's section on planning.
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!
It was really helpful to hear Mark Kohler's and Randy Luebke'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.