Level Up Your Brokerage's Success

Boost your team's expertise in self-directed retirement plans with our free events, enhancing retirement wealth and creating new business revenue streams.

Book It Now

Broker-events

Grow Your Business Through Agent Empowerment

Your agents can leverage their real estate market expertise to build retirement wealth and close more deals.

Many REALTORS® come from diverse professional backgrounds and may have old 401(k)s or IRAs for real estate investments— no taxes, no penalties. Your clients might also be seeking alternatives to the volatile stock market.

Our FREE events reveal the secrets to Self-Directed IRAs—a strategy often used by the wealthy. This strategic approach not only helps your agents secure their financial future but also creates new revenue streams for your brokerage.

Ready to give your agents a competitive edge? 

 

Mastering Real Estate Investing with Self-Directed IRAs

What your agents will learn:

  • The top real estate investment strategies with retirement funds
  • The rules and regulations for real estate in IRAs
  • Marketing tips and tools to close more deals
  • Tips in structuring deals 
  • How a loan to the IRA works
  • Growing your brokerage through SDIRAs
  • How to create an IRA LLC
  • Targeting existing clients to grow your business
  • and MORE!

Book now - our event calendar fills quickly!

Request an Event For Your Team

Stay ahead of the competition:

Acquire the skills and knowledge needed to succeed in today's competitive market.

JC-Broker-Summit-2024

See what past attendees have to say...

As a seasoned agent, now I know how much I don't know and need to learn. Thank you!!!
Seasoned Agent 10+ Years
Webinar Attendee
Most educational and financially valuable information I've learned in 12 years of real estate!
Seasoned Agent 10+ Years
Webinar Attendee
I wish I was tuned in to this strategy 10 years ago. Thank you!
Seasoned Agent 10+ Years
Webinar Attendee
This was fabulous! I had learned about this at a paid seminar for flipping but this was way more informative and felt better coming from NAR.
Seasoned Agent 10+ Years
Webinar Attendee

Meet the Masters of Self-Directed IRAs

Our team of seasoned professionals know how to simplify real estate investing with retirement funds. With decades of experience and the CISP certification, we're the go-to resource for real estate agents seeking to master Self-Directed IRAs.

Jason Craig, President

Certified IRA Services Professional

Liane Bathey, Founder & CEO

Certified IRA Services Professional

JP Ruiz, Consultant

Certified IRA Services Professional