Directed IRA Workshops

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view all the previously recorded workshops.

Investing in Alternative Assets with an IRA or 401k

Upcoming Workshops

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June 21, 2023

Conducting Proper Due Diligence on Real Estate Funds and Syndications

Proper Due Diligence is perhaps the most important piece of your investment acquisition. What, where, and who you should invest with? These are all questions that can be solved with good due diligence practices. Our special guest, Tom Berry, full-time investor and founder of ILS Capital will share with us his best practices for due diligence. Bring a notepad! This will be a workshop you don’t want to miss!

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July 5th, 2023

How to Get Started as a Note Investor with your SDIRA

“Independence Day – Workshop Special on Note Investing” Learn how today’s self-directed IRA investors are celebrating their “investment independence” by using self-directed retirement accounts to invest both passively and profitably into Notes secured by real estate.

How to be Passive and Profitable – within Your Self-Directed IRA

Special Guest Speaker – Josh Andrews – Paper Profits

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July 19th, 2023

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August 2nd, 2023

Why Flips Fail? A Discussion with a Private Money Lender

With Guest Speaker: Andrew Bang – Boomerang Capital

Past Workshops

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Workshop 3: Rethinking Your Retirement – How to Identify the Best Real Estate Markets

Whether you invest in your own neighborhood, or across state lines, it’s important to know what makes a good RE market “tick”. In this workshop, we welcome full-time real estate investor, Jason Bible. Jason will discuss the most important factors of a good RE market

1:03:23 Minutes

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Workshop 2: The Real Estate IRA – Tax Advantages and Creative Investment Strategies

In workshop #2, we will break down self-directed IRAs, the types of plans you can self-direct, the tax benefits, and analyze actual self-directed IRA investments. We’ll explore the profits, pitfalls, and lessons in between. If you have idle retirement funds and want to know how they can be utilized to invest in tangible, cash-flowing investments like real estate, you don’t want to miss this workshop.

1:13:31 Minutes

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Workshop 1: Workshop: Rethinking your Retirement W/ Dr. David Phelps

This workshop will be the official kickoff to our newest educational workshop series. 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.

1:00:19 Minutes