Take control of your retirement! Learn game-changing self-directing strategies from the leaders in the industry!
Topics Covered:
- How to Self-Direct and What Are Your Options
- Trifecta – Tax and Legal Plan to Save Taxes and Protect Your Assets
- Using a self-directed Roth IRA to create generations of Tax-Free wealth IRA/LLC aka Checkbook IRA
- Real Estate Single-Family to Multi-Family to Commercial
- Adding Alternative Assets to Your Retirement and Overall Financial Plan
- Solo 401(k) Accounts
- Using Self-Directed IRAs in Real Estate with Actual Client Case Studies
- Supercharge Your Accounts and Advanced SDIRA Strategies
EVENT SCHEDULE
Friday – October 20
5:00 pm – 7:00 pm
Welcome and Networking Reception, All Attendees Invited
(hors’ d’oeuvres and cash bar)
Saturday – October 21
7:00 am – 8:00 am
Registration, Enjoy Coffee, Tea, & Pastries
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, Howard Robbins – Ignite Funding, Trust Deed Investing, Matching Investors & Borrowers, Michael Fichman – Real Estate Investor
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 Randy Luebke – Registered Financial Consultant, Real Estate-Integrated and Self-Directed Financial Consulting, George Pace EVP, Caliber $2.5B+ Alt Asset Manager, Jonathan Morris – CEO, Titan Bank, Michael Bradley – CEO Bradley Wealth, Advisor Specializing in Alt Assets
4:00 pm – 5:00 pm
Advanced SDIRA Strategies & Supercharging Your Accounts
with Mat Sorensen
5:00 pm – 6:30 pm
Networking Reception, All Attendees Invited
(hors’ d’oeuvres and cash bar)
7:30 pm – 9:30 pm
VIP Dinner,
with Mat and Mark, VIP attendees, speakers and sponsors (Transportation leaves at 7 pm)
NCREIA MEMBERS GET $100 DISCOUNT - USE PROMO "NCREIA"
REGISTER HERE