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Webinar Recordings

Thank you for your interest. Please click on the webinar title below to watch the recording:

Solo 401k – The Ultimate Retirement Plan

September 27, 2023

Learn about the Solo 401k plan for self-employed individuals and its benefits to plan owners. In this webinar, we explain how investors can take control of their retirement savings, how to contribute 10 times more for retirement savings, and how to invest in nontraditional investments.

Alternative Investment Due Diligence

September 20, 2023

Guest presenter, Chris Carsley with Kirkland Capital Group, presented on “Alternative Investment Due Diligence.” Watch this webinar for an eye-opening exploration of the critical aspects of due diligence. Discover the ins and outs of various types of due diligence, including economic, investment, business, and operational. Gain invaluable insights into the non-negotiables that industry professionals swear by when it comes to making investment decisions. 

Self-Directed IRA and 

Solo 401k Q&A Session

September 11, 2023

Minna Nah, the Senior Account Manager at Sense Financial answers questions from investors regarding Solo 401k and Self-Directed IRA’s. Minna directs the processing of retirement plans. She also assists and partners with clients in the process of creating their self-directed retirement accounts with Checkbook control.

Introduction to
the Self-Directed IRA and Solo 401k

September 7, 2023

Watch a brief introduction on the two most popular self-directed retirement accounts: the Checkbook IRA and Solo 401k plans.

Self-Directed IRA and 

Solo 401k Q&A Session

August 14, 2023

Dmitriy Fomichenko, Founder and President of Sense Financial, Certified IRA Services Professional who has over 20 years of experience of guiding clients to success, answers questions from investors regarding Solo 401k and Self-Directed IRA’s. 

Chat with the Banker- 

Non-Recourse Loans

August 2, 2023

Ryan Hughes with Titan Bank is a visionary bank EVP, coach and strategic solutions provider who excels in multiple industries. He will help you understand more about non-recourse loans. Find out why you would need a non-recourse loan, what you should look for in a property, what structures are available and more!

How to Successfully Build a Property Rental Retirement Plan 

July 25, 2023

Discover the secrets to build a cash flow rental retirement plan! This webinar was hosted by Sense Financial and featured a guest speaker, Sensei Gilliland with Black Belt Investors. Learn the benefits/practices for building cash and wealth with rental properties in this information packed webinar

How to use Your IRA and 401k to Invest in Real Estate

July 24, 2023

Learn how you can use your IRA or 401k to Invest in real estate. Discover the different options and how you can benefit from these accounts by saving money.

How to Protect Your Wealth and Keep More of What’s Yours

July 19,2023

Whether you’ve just acquired your first rental property, or have been an avid investor for some time, understanding the different ways to protect your assets should be top of mind. This is never a cut and dry decision, though, as it’s important to understand which is right for you, it’s benefits, drawbacks, and everything in between. 

Investing in Trust Deeds Using Your IRA or 401k

July 18,2023

Trust deed investing is an extremely valuable addition to any portfolio, with numerous benefits and an acceptable risk amount. Since all investments are secured with real-estate property, there will always be collateral in place to protect against loan defaults. Self-Directed IRAs and Solo 401(k) are an ideal solution. You can move all or just a portion of your traditional IRA or 401k holdings to a self-directed retirement plan. 

Obtaining Checkbook Control Over Your IRA

April 19, 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.

Self-directed IRA LLC : How to Gain
Checkbook Control over Your Retirement Plan

April 8th, 2023

In this webinar, you will learn about the self-directed IRA LLC and how you can bypass the custodial requirements to invest at your free will.

Real Estate Tax Strategies to Supercharge Your Wealth Building

March 29, 2023

If you want to learn ways to maximize your tax deductions as a real estate investor, how to avoid the #1 most common tax mistake made by real estate investors, learn more about the real estate professional and short-term rental tax loopholes, watch this webinar! 

How to Navigate the Banking Crisis and Come out on Top

March 24, 2023

Dmitriy Fomichenko and a special guest speaker Kreighton Reed EVP of Solera National Bank, discuss the banking crisis and what can be done to keep your deposits safe. They discuss how to know if your bank is healthy, how to know if your solo 401k and IRA funds FDIC insured and what questions to ask your bank to gauge its health.

Demystifying Non-Recourse Loans with Solera Bank

March 2, 2023

Leverage your self-directed IRA or Solo 401K to build your rental real estate portfolio! Many who are new to real estate investing through retirement IRA or Solo 401K often have a hard time getting into a rental property because they don’t have enough funds in their retirement account, or they cannot find a lender who can do non-recourse lending to IRA or Solo 401K. 

How to Build a Profitable, Scalable and Sustainable Rental Property Portfolio

February 9, 2023

Building your rental property portfolio in a scalable and sustainable way is crucial for success, and it all starts with the very beginning. Many who are new to real estate investing often focus on the small, insignificant details while overlooking what really matters in the long-term 10–20-year horizon. Learn how to set up your real estate investing for success with proven techniques that have worked for millions of people.

How to Profit by Investing in RV Parks & Mobile Home Parks

January 19, 2023

Do you know about the only real estate asset type that has an increasing annual demand and a decreasing annual supply? Or the real estate asset that saw a five-fold increase in new clients as a result of COVID? Hear from commercial real estate fund manager, Paul Moore as he discusses why his Wellings Capital fund pivoted from investing in multifamily to focus on mobile home parks, RV parks, and more.

Use it or Lose it: The Countdown for Year-End Tax Planning Begins…  

December 6, 2022

Where did the year go? With 2022 coming to an end, are you prepared from a tax strategy standpoint? It’s no secret that saving taxes accelerates wealth and compresses your time frame towards financial independence. But what are the best strategies to accomplish this? And when should it be implemented?

Making Double Digit Returns with Real Estate 

March 24, 2016

Have you been dreaming of making big money from buying and selling houses, building substantial streams of cash flow from income-producing real estate, or just enjoying better profits from the real estate investing you have already been doing, and in less time?

How to Invest in High Quality Commercial Real Estate

December 8,2015

Learn how to get started in commercial real estate investing. This webinar discusses fractional ownership of quality, recession-proof commercial properties and why these consistent, low-risk investments are great for self-directed retirement accounts. 

The Importance of Year End Tax Planning

November 10,2015

Tax planning is an important process for investors. Find out the best tax-saving strategies from one of the most trusted tax experts and learn how you can maximize your profit and pay less in taxes. 

Leverage Your IRA Investment With a Non-Recourse Loan

August 18,2015

It is possible to leverage your real estate investments within an IRA or a Solo 401k account, but only with non-recourse financing. Watch this webinar to learn all about non-recourse loans, their terms and requirements, and how you can use this important leverage opportunity to finance your investment.

How to Become the Bank
and Collect “Mailbox Money”

August 5, 2015

Have you ever dreamed of “becoming the bank” and earning passive income? Watch this webinar to learn how you can become a private lender and collect steady payments to your account.

Building Wealth with Passive Investments

January 12, 2015

Want to invest in real estate but don’t want to take on landlord responsibilities? In this webinar, we will look at passive investments that offer passive investments that can accelerate your wealth building.