Events & Webinars
Every year, I host the nation’s most comprehensive, one-day event for self-directed IRA and 401(k) investors: The Self-Directed IRA Summit. It is the best opportunity to network with other self-directed investors, learn what my most successful clients do, and go beyond the basics of self-directed investing. A recording of the event and all materials will be provided, and a plated lunch will be served to all in-person attendees.

To learn more or register now, please visit the Self-Directed IRA Summit website.

To get immediate access to the most recent Self-Directed IRA Summit video recording, please visit the 2017 Self-Directed IRA Summit Video Series page.


Saturday, August 4th, 2018 | 3rd Annual SDIRA Summit | Orange County, California
Visit to register now!



Wednesday, May 23rd, 2018 | Scottsdale Area Association of Realtors | Scottsdale, Arizona
“Using IRAs to Purchase Commercial Real Estate” |
Visit to register.

Friday, May 18th, 2018 | National Conference of Pension Partners | Salt Lake City, Utah
“What Every Financial Advisor Must Know About SDIRAs and 401(k) Plans”

Wednesday, May 9th – Friday, 11th, 2018 | Retirement Industry Trust Association IRA Insitute | Aurora, Colorado
To learn more, contact Mary Mohr by phone (941) 724-0900 or by email at

April 7th, 2018 | Note Investor Summit | Irvine, California
“Using an IRA/LLC or Solo 401(k) to Invest in Notes” | Visit Note Investor Summit for details and to register.

March 27th, 2018 | Retirement Industry Trust Association | Washington, D.C.
“Self Directed IRA Case Litigation Update” | Contact RITA for details.

Dec 13th, 2017 | New Wealth Advisors Club | Riverside, California
“Real Estate and Self Directed Retirement Plan Investing” | Contact New Wealth Advisors Club for details and registration.

Refresh Your Wealth Podcast


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!


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

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