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Mat Sorensen

SDIRA Summit - Fall 2023 Recordings

SDIRA Summit - Fall 2023 Recordings

Regular price $199.00 USD
Regular price Sale price $199.00 USD
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Over 7+ hours of Self-directed IRA training with industry experts: 

Topics including -

  • Adding Alternative Assets to Your Retirement and Overall Financial Plan - Mat Sorensen
  • How to Self-Direct and What Are Your Options - Mat Sorensen
  • Self-Directed IRA Rules & Prohibited Transactions - Mat Sorensen
  • IRA/LLC (Checkbook Control) and Partnering Options - Mat Sorensen
  • Real Estate Panel: Case Studies and Real Deals - John Shekarchi (Attorney, Real Estate Developer, Private Lender), Howard Robbins (Ignite Funding, Trust Deed Investing, Matching Investors & Borrowers), Michael Fichman (Real Estate Investor and Co-founder of CLT Buyers) and Wendy Sweet (Investor and Principal of Carolina Capital Management, LLC)
  • Trifecta - Tax and Legal Plan to Save Taxes and Protect Your Assets - Mark J. Kohler
  • Roth IRA vs. HSA, Traditional IRA & Solo 401k - Mat Sorensen and Mark J. Kohler
  • Alt Asset Panel - Randy Luebke (Financial Consultant, President, Lifetime Paradigm, Inc.), Sean Hickham (VP of National Accounts, Caliber ), Jonathan Morris (CEO, Titan Bank), and Michael Bradley (CEO Bradley Wealth, Advisor Specializing in Alt Assets)
  • Advanced SDIRA Strategies & Supercharging Your Accounts - Mat Sorensen
    Summit Recordings Include: 
    • Comprehensive Video Access: Unlock full access to the complete summit with all sessions in video format, ensuring you don't miss a moment of valuable content.
    • Presentation Slides: Dive deeper into the insights with access to all the presentation slides, enhancing your learning experience and providing a visual reference for each topic.
    • Extended Access Period: Enjoy flexibility and in-depth learning with 6 months of access to the recordings, giving ample time to revisit and absorb the material at your own pace.

    Ready to take control of your retirement? Purchase full access!
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