This series is intended to help investors better understand self-directed retirement plans, their tax advantages, and the different ways they can be used to invest directly into Real Estate, Promissory Notes, Private Equity, and other Alternative Investment Opportunities.

Upcoming Workshops

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Investing Your IRA in Syndications

Investing in syndications with a self-directed IRA has been a popular alternative investment of the past decade. This workshop will cover the basics of syndication investing and how to recognize the red flags of investment partners. Key discussion points in our workshop include investing in syndications using a self-directed IRA, risk assessment takeaways, tips on due diligence, and more. Gary Lipsky, CEO and Founder of Break a Day Capital, will join us on this program, which currently manages nearly $200 million in multifamily assets throughout Arizona.

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How to Borrow More Private Money – From Self-Directed IRAs

In previous workshops, we’ve discussed the dos and don’ts of private money lending. Next, we dive into the other side of the investment – the borrowing. Borrowing private money can be vital to your investment success if you’re looking to raise more capital for real estate, seed money for new businesses, and more. We’ll discuss the dos and don’ts of borrowing money from self-directed retirement plans and the considerations you should have before leveraging someone else’s retirement funds. The workshop cost is FREE, but the value is immeasurable when you implement it. Register TODAY!

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Understanding Private Money Partnerships

There are many ways that passive investments can be put together. This workshop will help you gain clarity in understanding private placements, general partnerships, limited partnerships, promissory notes, joint ventures, and more. Executive Director of Directed IRA, Nate Hare, is joined by the founder of Diversified Metroplex Investors, Eric Mattingly. Eric brings decades of investment experience and over 2 Billion dollars invested in multiple asset classes, including private placements, multi-family, health care, and more. Take advantage of this opportunity to better understand how self-directed IRAs can be invested into alternative, tangible assets.

Past Workshops