Digging Into Self-Directed Retirement Savings Options

Digging Into Self-Directed Retirement Savings Options

Fri, Jun 21, 2019 8:00 AM – Fri, Jun 21, 2019 9:30 AM Digging Into Self-Directed Retirement Savings Options

Online Event

Do you need a new, Next Economy Nest Egg?

Join LIFT Economy, The Sustainable Economies Law Center, Michael Shuman and Mat Sorensen to discuss how we can collectively leverage our retirement funds to fund local social enterprises.

How can the $28 trillion in retirement plans be invested into local enterprise? Self-directed retirement savings plans can unleash capital to build and sustain local economies. In this webinar, we’ll go deeper into the topic and hear from Mat Sorensen, an expert on and provider of both self-directed IRAs and solo 401(k)s. He’ll walk us through the account options, explain steps to investing our IRAs and 401(k)s locally, share the legal and tax pitfalls, and answer audience questions.
Mat Sorensen has been at the forefront of the Self-Directed IRA industry for over a decade. He’s CEO of Directed IRA & Directed Trust Company, a partner at KKOS Lawyers, a national speaker, top ranked podcast host, best-selling author of The Self-Directed IRA Handbook (over 25,000 copies sold), and a real estate investor. He has been cited, referenced, or quoted by The Wall Street Journal, Forbes, The Guardian, Yahoo Finance, and Entrepreneur.
We will also share updates and next steps around our organizing work to mobilize hundreds of individuals and small businesses to harness retirement savings to re-invest in next economy solutions. We hope you’ll join us, and build a truly “Next Economy” nest egg!
*We are charging a small amount for this webinar to support our Nonprofit partner, The Sustainable Economies Law Center. However, no one will be turned away for lack of funds – please email erin (at) lifteconomy (dot) com if cost is prohibitive to your participation. Thank you for your interest.

Event tags: nest egg, retirement, webinar, LIFT Economy, self-directed IRA

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June 21, 2019 8:00 AM
June 21, 2019 9:30 AM
America/Indianapolis
Fri, Jun 21, 2019 Digging Into Self-Directed Retirement Savings Options

Do you need a new, Next Economy Nest Egg?

Join LIFT Economy, The Sustainable Economies Law Center, Michael Shuman and Mat Sorensen to discuss how we can collectively leverage our retirement funds to fund local social enterprises.

How can the $28 trillion in retirement plans be invested into local enterprise? Self-directed retirement savings plans can unleash capital to build and sustain local economies. In this webinar, we’ll go deeper into the topic and hear from Mat Sorensen, an expert on and provider of both self-directed IRAs and solo 401(k)s. He’ll walk us through the account options, explain steps to investing our IRAs and 401(k)s locally, share the legal and tax pitfalls, and answer audience questions.
Mat Sorensen has been at the forefront of the Self-Directed IRA industry for over a decade. He’s CEO of Directed IRA & Directed Trust Company, a partner at KKOS Lawyers, a national speaker, top ranked podcast host, best-selling author of The Self-Directed IRA Handbook (over 25,000 copies sold), and a real estate investor. He has been cited, referenced, or quoted by The Wall Street Journal, Forbes, The Guardian, Yahoo Finance, and Entrepreneur.
We will also share updates and next steps around our organizing work to mobilize hundreds of individuals and small businesses to harness retirement savings to re-invest in next economy solutions. We hope you’ll join us, and build a truly “Next Economy” nest egg!
*We are charging a small amount for this webinar to support our Nonprofit partner, The Sustainable Economies Law Center. However, no one will be turned away for lack of funds – please email erin (at) lifteconomy (dot) com if cost is prohibitive to your participation. Thank you for your interest.


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