Self Directed IRAs enable you to control where you invest.  In this event, we will explore passive income investing - from investments in promising pre-IPO businesses to helping veterans get out of debt -  as well as investments that protect your money and provide tax efficiency. 

We've handpicked the best educators to provide you with unparalleled insights and strategies in alternative investments:

Sarah Sullivan

The Confident Investor

Your Host

💡Investing for Passive Income

Sarah Sullivan is the CEO and founder of The Confident Investor Educational Series, empowering over 24,000 individuals to build wealth through passive income strategies. She also leads SuGo Capital, an investment firm that has acquired over 35 apartment complexes and two energy funds, with total acquisitions exceeding $850 million. With a strong background in business, analytics, and cybersecurity, Sarah excels at identifying promising real estate markets across the U.S., driving growth for her investors.

John Bowens

Equity Trust Company

💡 The Self-Directed IRA Revolution

John Bowens, Director and Head of Education at Equity Trust Company, has spent 15 years in the real estate industry as both an educator and active investor. He has trained over 70,000 investors nationwide in tax-free wealth strategies and legacy building through alternative assets. John co-authored Self-Directed IRAs: Building Retirement Wealth Through Alternative Investing and frequently appears on national real estate and finance-related media.

Joel Jensen

Advanced Tax Group

💡 Slashing Bills with a CPA’s Playbook

Joel Jensen is a CPA and member of AICPA and UACPA, specializes in tax strategies for self-employed individuals and investors. After nearly a decade at Ernst & Young, he founded Advanced Tax Group, processing over 100,000 tax returns and educating business owners on tax savings.

Robert Helms

The Real Estate Guys Podcast

💡 Global Gains: Secrets from a Real Estate Maverick's Journey

Robert Helms is a professional real estate investor with projects in nine states and six countries, valued at over $800 million. A former top-producing real estate agent, he taught real estate practices and appraisal at the college level. Robert is co-author of Equity Happens: Building Lifelong Wealth with Real Estate and the host of the nationally syndicated show The Real Estate Guys™, now in its 28th year, heard in more than 190 countries.

James Lavish

💡 Future-Proofing Your Portfolio: Bitcoin and the Next Wave of Diversification

James has over 25 years of institutional investing experience and is Managing Partner of The Bitcoin Opportunity Fund, a partnership that makes public and private investments in the Bitcoin ecosystem. He is also author of The Informationist, a newsletter with over 40K subscribers that simplifies one financial concept weekly.

James graduated Yale University in 1993, and he is a Chartered Financial Analyst.

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Join us for an insightful event that can change the way you think about investing.  Protect your future, grow your wealth, and gain the confidence to make informed financial decisions.