Karen Hall, CEO uDirect IRA Services, LLC and OCREIA , will join Chris (7e’s Founder) and Lauren (7e’s Co-Founder) to discuss the process and advantages of investing with an IRA. An IRA is a tool used by savvy investors to set aside money for retirement, while deferring taxable income.

What you will learn:

✅ Basics of self-directing
✅ Who is a good fit for a Self Directed IRA?
✅ What’s new for IRAs in 2024
✅ Criteria for Investing in your IRA
✅ How to self-direct your IRA without taking a ton of time

Despite being in the midst of a recession, Karen Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use.