Events & Webinars


January 20, 2017, 2:30 – 3:30 pm, 5th Annual Caliber Summit, Buying Real Estate with a Self-Directed IRA: Accessing the $25 Trillion in Retirement Plans, Crowne Plaza Phoenix Airport, 4300 E. Washington St., Phoenix, Arizona 85034. General Registration: $297. Click here for more details and to register!

March 3, 20174th Annual Note Investor Summit, Using Self-Directed IRA’s and 401(k)’s to Invest in Notes, Hyatt Regency Newport Beach, 1107 Jamboree Rd, Newport Beach, California 92660. General Registration: $197; VIP Registration: $447. Click here for more details and to register!

April 22, 2017, 8:30 am – 4:30 pm, Self-Directed IRA Summit 2017, Hotel Irvine, 17900 Jamboree Rd, Irvine, California 92614. General Registration: $299; Virtual Registration: $199. Click here for more details and to register!


To be announced.

I host The Self Directed IRA Summit annually.

  • Fully recorded and professionally edited. Video Package Available.
  • The Summit is a full-day of comprehensive SDIRA training,
  • Go beyond the basics.
  • Learn what our most successful clients are doing.

Get immediate video access to the most recent….

To register or to learn more, checkout the Summit’s website here.

To book me for a speaking engagement, please contact me at


The Refresh Your Wealth
Radio Show

Mark and Mat have been serving clients nationwide for over 10 years from their law and accounting firms, and are dedicated to helping people better live the American Dream. Both are best-selling authors, nationally syndicated speakers, and have been featured in publications such as Entrepreneur, MSNBC, & the Wall Street Journal just to name a few. With their years of experience and knowledge, small business owners and entrepreneurs are sure to receive solid advice to help save money in the tax and legal area with the this show!

LISTEN to the next Show LIVE on Wednesday at 12noon, MTN
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