Webinar Recordings
Thank you for your interest. Please click on the webinar title below to watch the recording:
The ADU Opportunity: Maximizing Returns in Today’s Housing Market
September 11, 2025
This recording explores Accessory Dwelling Units (ADUs) as an emerging investment opportunity transforming real estate markets across California and beyond. Mark and Xander Rapparport cover the regulatory landscape, design considerations, and financial strategies that make ADUs a powerful tool for maximizing property value and addressing housing demand.
Self-Directed IRA and
Solo 401k Q&A Session
September 1, 2025
Dmitriy Fomichenko, the founder and president of Sense Financial answers question from investors regarding Solo 401k and Self-Directed IRA’s. Dmitriy holds a designation of Certified IRA Services Professional from the American Bankers Association and he has taught hundreds of investment seminars.
Lending to LIVE and Gain True Freedom
August 28, 2025
Learn from Alvin Lee who is private money lender, capital raiser, and funding strategist who helps people put their hard-earned dollars to work. Alvin covers how you can utilize resources and hard earned capital to work for you, so you can regain your time, your freedom, and truly live life on your terms!
The 401k Revolt: Break Free from Wall Street
August 14, 2024
If you wish to achieve financial independence and a true lasting legacy watch this webinar recording to learn more about wealth building strategies using self-directed IRA and Solo 401k. You can significantly reduce your tax liability by maximizing contributions, creating a tax-free income stream at retirement, and more.
Tax Strategies Every Real Estate Investor & Business Owner Should Know
July 10, 2025
In this webinar, Mohamed Youssef, a licensed CPA and Accredited in Business Valuation with over 25 years of experience in public accounting, will walk you through essential tax strategies designed for real estate investors, syndicators, and business owners.
How do YOU Know What Non-Recourse Loan is Right for you?
June 26, 2025
In this exclusive session, learn how you can determine the right lender and the right loan to match your property and your financial requirements for your retirement savings.
Navigating High-Yield Short-Term Mortgage Investments
June 12, 2025
Learn from Brett Synicky, with Sense Financial and Reed Myers, with Myers Investment Group for an exclusive webinar to learn how savvy investors are generating reliable cash flow and strong returns through passive mortgage investing — a high-yield strategy backed by real estate.
2025 Top Tax Secrets for the Successful Investor
June 5, 2025
Are you maximizing your tax benefits as a real estate investor? Watch this recording to hear from Tony Watson, Tax Advisor at Robert Hall & Associates, for an exclusive presentation on how to minimize your tax burden and maximize your returns. This session covers key tax strategies, including top deductions every investor should know and more.
Empower Your Future: SD IRA and Solo 401(k) Tactics with Guest Experts
May 29, 2025
Maximize your 2025 savings with a Solo 401k! We’ll dive into how to jailbreak your 401k, significantly reduce your tax liability, and create a tax-free income stream at retirement. Checkbook-controlled plans, such as Solo 401k and Self-Directed IRAs, provide immense flexibility, but navigating IRS rules and staying compliant is critical.
The Investment Solution for your Self-Directed Retirement Account
May 15, 2025
Elevate your investment education in this session focused on Making Money Lending Money. Use your retirement account and become the bank—lend to experienced professionals in a safe, secured, controlled and passive environment. Long-time friend, colleague and client of Sense Financial, Patrick Prunty discusses how to get involved in private Lending with Marshall Reddick.
2025 Top Tax Secrets for the Successful Investor
February 12, 2025
Tony Watson of Robert Hall & Associates presents real-life tried and true tax strategies used in the real estate industry. You will be able to use these tips and tricks to navigate through 2025, so you can retain more of your real estate wealth into the next decade!
Year-End Reminders and Deadlines
November 21, 2024
The end of the year is approaching quickly. What are your responsibilities for your Solo 401k or checkbook IRA? This webinar covers year-end deadlines and reminders for, contributions, Roth conversions, required minimum distributions, filing 1099-Rs and the 5500-EZ and Annual valuations.
Top Tax Secrets for the Successful Investor
July 16, 2024
During this presentation, Tony Watson of Robert Hall & Associates presents real life tried and true tax strategies used in the real estate industry. You will be able to use these tips and tricks to navigate through 2024, so you can retain more of your real estate wealth into the next decade!
Unlocking Multifamily Gold: Insider Secrets to Value-Add Strategies
June 26, 2024
Invest Wise, Multifamily Syndicator and Real Estate investor, Scott Kirchner discusses the value add strategy in multifamily. He covers the principle of it, what physical work can be done and how it will drive value through increased NOI.
Introduction to
the Self-Directed IRA and Solo 401k
May 30, 2024
Watch a brief introduction on the two most popular self-directed retirement accounts: the Checkbook IRA and Solo 401k plans. Remember, absolutely no one cares about your financial future as much as you do! Now is the time to take control and seek proven investments outside of the status quo offerings of professional asset managers that limit growth.
Empower Your Financial Future: Mastering Self-Directed IRA and Solo 401(k) with Checkbook Control
May 16, 2024
Discover the major differences between Solo 401k and a self-directed IRA. Listen to Brett Synicky, Solo 401k Consultant at Sense Financial, explain the major benefits that Solo 401k has over an IRA from the contribution limits, and more!
Powerful Tax Saving Strategies for Real Estate Investors
April 3, 2024
Don’t miss out this opportunity to hear from Amanda Han and Matt MacFarland, from Keystone CPA, INC, to learn and understand powerful tax saving strategies for real estate investors. Learn how to maximize your tax deductions, income shifting strategies for the savvy investor, and secrets behind the short-term rental tax loophole.
The Power of INC: Tax Savings During Times of Economic Uncertainty
February 15, 2024
In this presentation, Tony Watson of Robert Hall & Associates will help you understand how you can best protect your assets and achieve tax advantages through incorporating. Whether you are an investor or an agent, you will be able to use this important information to best protect your real estate investments and potentially save on your taxes well into the next decade!
Solo 401k The Ultimate Retirement Plan
January 25, 2024
A Self-Directed Solo 401k – the ultimate retirement plan, is an essential part of your tax planning and retirement savings strategy. Listen to this webinar to hear from Brett Synicky, a Solo 401k Consultant at Sense Financial, to learn how you can save on taxes and learn about the benefits that this plan has to offer.
Solo 401k Contributions Clinic
December 11, 2023
Not sure how much to contribute to your Solo 401k? Wondering about 2023 contribution deadlines? Watch our Contributions Clinic to learn how much you can contribute to your Solo 401k, how many different types of contributions can you make, when the contributions need to be made by and more!
Wealth Retention Through Proper Year End Tax Planning
November 14, 2023
As we approach the end of 2023, now is the time to take charge of your financial future by applying the best tax-saving strategies. Watch this recording so you don’t miss an invaluable opportunity to gain actionable insights. This talk will allow you to make informed decisions that accelerate your wealth and lead you towards financial freedom through tax savings.
Obtaining Checkbook Control Over Your IRA
October 31, 2023
If you want more control over your retirement funds, the right account structure may be a Checkbook IRA also known as IRA LLC. You can write checks for investments, pay bills and other costs that are related to the investments from your retirement funds with checkbook control. This account structure is the top choice for many investors who want the ability and ease to invest on the spot with no hassle or wait.
Trust Deed Investing: Building Wealth with Integrity, Dedication, and Transparency
October 25, 2023
Val-Chris Investments has channeled over $3 billion dollars into trust deed investments on real estate property. This form of investment, offers minimized risks compared to other investment vehicles available in the market. Dive into the world of trust deed investments with a company that stands firmly on three core pillars – Integrity, Dedication, and Transparency.
Mortgages, Trust Deeds, Notes and Private Lending
October 03, 2023
Elevate your real estate education and broaden your investment opportunities in this session focused on Making Money Lending Money. You, and your retirement account, can become the bank and safely lend to experienced professionals in a truly passive, real estate secured, pure cash-flow scenario.
