Virtual Online Meeting!
Most investors spend decades in the same lane — stocks, 401(k)s, and maybe some real estate — without realizing how much of the investment landscape they’re missing. This session explores what it looks like to shift from a traditional retirement mindset to a full-scale, self-directed portfolio strategy, opening the door to private debt, private equity, energy, crypto, minerals, and aviation assets. The real unlock is building a clear asset-allocation framework and pairing it with the right structures to execute — turning a static retirement plan into a dynamic portfolio built to work.
What you’ll learn in this presentation:
- How to transition from a traditional investment mindset to a full-scale, self-directed portfolio strategy
- How to build an objective-driven asset allocation framework across diverse alternative asset classes
- How to evaluate new opportunities using due diligence, network expertise, and risk planning
- How to manage your self-directed IRA like a business — with a balance sheet, P&L, cash flow statements, and quarterly reviews
- How to plan exit strategies and calculate ROI before you invest
MAREI members can choose CamaPlan and save up to $784, including a free consultation with the founder, one year of VIP customer service, and the opportunity to set up a new account for only $1. Plus, there are no annual fees until your first investment. You'll also receive one free expedited transaction processing and two complimentary outgoing wires for your real estate deals.
Open a Self-Directed IRA with CamaPlan and receive:
- Open a new account and fund it for $25
- No Annual Fees until your first deal
- No Fees when in all cash
- Free Consultation with CamaPlan Founder
- One year VIP Customer Service
- One free expedited transaction
- Two complimentary outgoing wires
- Dedicated NREIA Phone Number listed in the Member Access Details
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