Events & Webinars


Oct 18, 2017,  Retirement Industry Trust Association RITA, UBIT and Foreign Blockers for IRAs and Self Directed IRA Litigation Update. New Orleans, LA. Contact RITA for details.

Dec 13, 2017, 5-10 pm New Wealth Advisors Club, “Real Estate and Self Directed Retirement Plan Investing” , Riverside, CA. Contact New Wealth Advisors Club for details and registration.


May 19, 2017, 9:00 am – 11:00 am (PDT), Entrepreneur’s Organization, “Investing With a Self-Directed IRA,” Barney & Barney, 9171 Town Centre Drive, Suite 500, San Diego, CA 92122. Registration: Free. 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
Follow me on Blog Talk Radio (below) for notices and updates!


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