3rd Annual Self-Directed IRA Summit (SoCal/Online)

[Mat Sorensen]

**Early Bird discounts are only available until Thursday, May 31st at 11:59 pm (PDT) - $199 Live | $99 Virtual **

Learn more and register now at https://sdirasummit.com.

Join us at the 3rd Annual SDIRA Summit as we return to sunny Orange County, California this summer~

The Summit will be an all-day event with 10+ sessions dedicated to sharing investing strategies with self-directed investors of all backgrounds. With engaging foundational and advanced content hosted by experts throughout the industry, every attendee will have numerous opportunities to learn something new. Event materials will be available, and a plated lunch will be served to all in-person attendees.

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2018 Schedule (all times PDT)

- 8:30 - 9:00 am - Self-Directed IRA Foundations | Mark J. Kohler

- 9:00 - 9:45 am - The Prohibited Transaction Rules and Investment Structuring | Mat Sorensen

- 10:00 - 10:45 am - Using Self-Directed Funds in Real Estate Deals

- 10:45 - 11:15 am - Using an IRA/LLC or Checkbook Control IRA | Mat Sorensen

- 11:15 am - 12:00 pm - Solo 401(K) Specific: Self Directed Rules and Strategies for Solo 401(K) Owners | Mat Sorensen

- 12:00 - 1:00 pm - Lunch

- 1:00 - 1:30 pm - Why Self-Direct? | Mat Sorensen

- 1:30 - 2:00 pm - Asset Protection Rules for Your Self Directed IRA, 401(K), And Retirement | Mark J. Kohler

- 2:00 - 2:45 pm - Integrating Self-Directed Investments into A Comprehensive Financial Plan | Randy Leubke

- 3:00 - 3:30 pm - Self Directing Your Health Savings Account and Kohlercare | Mark J. Kohler

- 3:30 - 4:00 pm - Avoiding, Reducing and Properly Complying With Unrelated Business Income Tax (UBIT) | Mat Sorensen

- 4:00 - 4:30 pm - Supercharge Your Self Directed Account | Mat Sorensen

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2018 Speaker Lineup

- Mat Sorensen - Mat Sorensen is a lawyer and the author of The Self-Directed IRA Handbook: An Authoritative Guide for Self-Directed Retirement Plan Investors and Their Advisors. The Self-Directed IRA Handbook is an Amazon Best-Seller and is the most widely-used book in the self-directed IRA and 401(k) industry. Mat's legal practice has a particular emphasis on self-directed retirement plan law. Mat has advised over one-thousand clients with self-directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self-directed IRAs and 401(k)s.

- Mark J. Kohler – Mark J. Kohler, M. PR.A., C.P.A., J.D., is a best-selling author on asset protection and tax planning; national speaker, radio show host, blogger for Entrepreneur.com, real estate investor, and partner of law firm, Kyler, Kohler, Ostermiller & Sorensen, and CPA firm Kohler & Eyre. Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory and financial laws to greater success and wealth

- Randy Leubke – Randy is an independent financial advisor and the Principal and Founder of Lifetime Paradigm, Inc., an intellectual property company specializing in providing Real Estate Integrated and Self-Directed Retirement Planning, Asset Protection, Estate and Tax Planning for Business, Home Owners and Real Estate Investors, providing well beyond traditional financial planning and wealth management, Randy specializes in providing Cash-Balance Pensions, 401(k) Profit Sharing and 401(h) Tax-Free Health Benefits Savings Plans. Randy’s focus is on providing his clients with one thing, “certainty,” by helping his clients to achieve all their financial goals in a better, smarter, safer way.

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FAQs

- Q: What hotels are nearby?

A: The Self-Directed IRA Summit will be held at the Hotel Irvine. Rooms may be booked through the hotel at www.hotelirvine.com. However, if you require a reservation elsewhere, there are over twenty hotel options within a few miles of Hotel Irvine.

- Q: Is there parking nearby?

A: Parking at Hotel Irvine is available to attendees at a reduced rate: $10 for self-parking or $8 for valet.

- Q: What is the weather like in Irvine during the Summit?

A: Temperatures range from an average high of 85, to an average low of 61.

- Q: What is there to do nearby?

A: In the heart of Southern California, Irvine is home to the Irvine Museum, the Orange County Zoo, Oak Creek Golf Club, a variety of small businesses and shops, numerous restaurants and bars, and of course, multiple beaches nestled along the Pacific.

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Testimonials

- “Mat’s ‘Super-Charge’ section was great, and I also liked Randy’s section on ‘Planning Your Self-Directed Retirement.’” S.D.

- “Mat Sorensen and his presentation was outstanding.” M.S.

- “Mat Sorensen’s ‘Super-Charge’ presentation was great. I also liked Randy Leubke’s section on planning.” L.D.

- “The Summit was very well organized with great speakers who spoke on topical issues.” O.E.

- “I liked Mat’s information on non-recourse loans the most. It was very helpful!” C.M.

- “It was really helpful to hear Mark Kohler’s and Randy Leubke’s presentations on ‘Asset Protection Rules and Maximizing Your Self-Directed Retirement.’” M.D.

- “Mat and Mark make it easy to understand and absorb difficult-to-understand material.” M.H.

- “It was very helpful to learn about asset protection rules for self-directed IRAs, 401(k)s and retirement.” R.V.

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Want to register or sponsor the 3rd Annual Self-Directed IRA Summit? Please contact Event Coordinator Thomas Steinhagen by email at [email protected].