SDIRA Summit - Spring 2024 Recordings

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 - with John Shekarchi - Attorney, Real Estate Developer, and Private Lender; Amy Mahjoory - Real Estate Investor & Educator and  HGTV Personality; Eric Mattingly - $2B+ in investment transactions and CEO of DMI Holdings, LLC; Grant Cropper - Commercial Mortgage Broker with 18+ years experience in private lending.
• 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 - with Aaron Halderman - Note Investing and Private Lending, Mike Maucelli - CEO at REI Energy, LLC, Ana Klein - Real Estate Investor CPA.
• 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, which enhance your learning experience and provide 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!