Unlock the Power of Self-Directed IRA Investing at the 12th Annual SDIRA Summit!
Are you ready to take control of your financial future and supercharge your retirement investments? The 12th Annual Self-Directed IRA (SDIRA) Summit is the must-attend event for investors looking to break free from traditional retirement planning and dive into the world of alternative assets, tax-advantaged strategies, and wealth-building opportunities.
Get Tickets and More Information at SDIRA Summit
Set against the vibrant backdrop of Austin, Texas, this one-day, power-packed summit on April 26, 2025, brings together the nation’s leading SDIRA experts, investors, and industry professionals. Whether you’re a seasoned self-directed investor or just starting to explore the possibilities, this event will arm you with the knowledge, tools, and connections you need to maximize your retirement potential.
** Information for this Blog Article comes directly from the SDIRA Summit website. Head on over there for more details.
Why You Can’t Afford to Miss This Event
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Exclusive Expert Insights – Learn directly from industry heavyweights like Mat Sorensen, Mark J. Kohler, and Shenoah Grove, who will share their proven strategies for self-directed investing, real estate, tax planning, and asset protection.
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Cutting-Edge Investment Strategies – Discover how to leverage an IRA LLC, invest in real estate, notes, private equity, cryptocurrency, and more—all while keeping more of your profits in your retirement account.
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Real-World Case Studies – Gain insider access to real deals and investor success stories, giving you actionable takeaways you can apply immediately.
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Live Networking & Exclusive Panels – Connect with fellow investors, financial experts, and SDIRA professionals at interactive Q&A sessions, panel discussions, and exclusive networking receptions.
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VIP Perks & Unparalleled Access – Get an inside look at the latest trends and regulations shaping self-directed investing and unlock strategies that could save you thousands in taxes and fees.
Still on the fence? Missing this summit means missing out on game-changing insights that could accelerate your financial freedom. Don’t let another year pass without taking full control of your retirement wealth. Secure your spot today and join us in Austin for a day of learning, networking, and unlocking new investment opportunities!
The 12th Self-Directed IRA (SDIRA) Summit is scheduled for April 26, 2025, in Austin, Texas. This event aims to provide attendees with expert insights into self-directed retirement plans and strategies to maximize alternative asset opportunities. The summit will be held at the Austin Southpark Hotel, offering a central location with modern amenities for participants.
Event Schedule:
Friday, April 25 (Optional):
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6:00 pm – 7:30 pm: Welcome and Networking Reception for all attendees (hors d’oeuvres and cash bar).
Saturday, April 26:
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7:00 am – 8:30 am: Registration with coffee and tea.
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8:30 am – 8:35 am: Welcome & Opening Remarks by Aaron Halderman.
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8:35 am – 9:00 am: “Adding Alternative Assets to Your Retirement and Overall Financial Plan” with Mat Sorensen.
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9:00 am – 9:30 am: “How to Self-Direct and What Are Your Options” with Mat Sorensen.
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9:30 am – 10:00 am: “Self-Directed IRA Rules & Prohibited Transactions” with Mat Sorensen.
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10:00 am – 10:30 am: Coffee Break.
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10:30 am – 11:00 am: “Buying Real Estate With and Without Debt” with Nate Hare.
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11:00 am – 11:30 am: “Note Investing” with Aaron Halderman.
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11:30 am – 12:00 pm: Real Estate Panel: Case Studies and Real Deals.
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12:00 pm – 1:00 pm: Lunch (included with VIP ticket).
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1:00 pm – 1:30 pm: “IRA/LLC (Checkbook Control) and Partnering Options” with Mat Sorensen.
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1:30 pm – 2:15 pm: “Trifecta – Tax and Legal Plan to Save Taxes and Protect Your Assets” with Mark J. Kohler.
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2:15 pm – 3:00 pm: “Roth IRA vs. HSA, Traditional IRA & Solo 401k” with Mat Sorensen and Mark J. Kohler.
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3:00 pm – 3:15 pm: Coffee Break.
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3:15 pm – 4:00 pm: Alternative Asset Panel: Popular Alternative Assets for Your IRA.
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4:00 pm – 5:00 pm: “Advanced SDIRA Strategies & Supercharging Your Accounts” with Mat Sorensen.
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5:00 pm – 6:00 pm: LIVE Directed IRA Podcast.
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6:00 pm – 8:00 pm: Closing Reception and Networking (hors d’oeuvres and cash bar).
Featured Speakers:
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Mat Sorensen: Founder and CEO of Directed IRA & Directed Trust Company, attorney, best-selling author of “The Self-Directed IRA Handbook,” and a national speaker on self-directed retirement accounts.
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Mark J. Kohler: Co-Founder and Board Member of Directed IRA & Directed Trust Company, attorney, CPA, and best-selling author of four books, with extensive experience advising SDIRA clients since 2004.
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Shenoah Grove: Real Estate Entrepreneur and Founder of Texas REIAs.
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Aaron Halderman: Note Investing expert and COO of Directed IRA.
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Nate Hare: Vice President of Sales and Strategic Relationships at Directed IRA.
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Jonathan Morris: CEO of Titan Bank.
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John Shekarchi: Attorney, Real Estate Developer, and Private Lender.
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Lindsay Mersino: Virtual Emcee and Executive Director of Directed IRA.
The SDIRA Summit offers various ticket options, including Virtual Pass, General Admission, and VIP Admission, each providing different levels of access and benefits. Attendees are encouraged to secure accommodations at the Austin Southpark Hotel, with a special rate available until April 4, 2025.
For more detailed information and to purchase tickets, visit the official SDIRA Summit website.