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Client Strategy Session: Monthly Mastermind for Self-Directed Investors
April 8 @ 6:30 pm - 8:00 pm EDT
This exclusive, clients-only strategy group is your space to ask questions, share insights, and stay on top of the smartest ways to grow your retirement wealth using a self-directed IRA.
Each month, we gather to dive deeper into advanced topics, real-life investment strategies, and timely updates that impact your portfolio. It’s a chance to learn from other investors, get direct support, and fine-tune your next move — all in a trusted circle.
This Month’s Focus:
Using Leverage in Your IRA: How to Borrow Legally and Invest Wisely
Let’s break down how non-recourse loans work, what the IRS allows, and how you can use this powerful tool to amplify your real estate deals.
Note: This session is for current clients only.
Reach out to us directly to receive the Zoom link.
We look forward to seeing you there and supporting your strategy!