Directed IRA Workshops
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view all the previously recorded workshops.
Upcoming Workshops
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!
June 28th, 2023
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
July 19th, 2023
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
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
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