A Full Day of Education. Clarity for Your Future.
IRA Ideas Live is a one-day, education-only experience with Tim Berry. You'll leave with the knowledge, frameworks, and confidence to evaluate self-directed strategies on your own.
Education, Not
Personal Planning
IRA Ideas Live is an education-only event. Tim Berry shares general information about self-directed strategies and retirement accounts. This is not personal financial, legal, or tax advice. Always consult your trusted advisors before making decisions.
A Practical Curriculum for Self-Directed Investors
The Foundation
Understand self-directed IRAs, how they work, and why investors use them.
Investment Options
Explore real estate, private lending, notes, businesses, and more.
Rules & Safeguards
Learn key IRS rules and how to avoid costly mistakes.
Due Diligence Frameworks
Practical checklists to evaluate opportunities with confidence.
Working with Professionals
See how custodians, CPAs, attorneys, and advisors support the process.
Putting It Together
Bring everything together through practical examples and case studies.
A Clear, Focused Agenda
A full day designed to inform, inspire, and equip you with practical knowledge you can use.
Check-In &
Networking
Grab coffee, connect with fellow attendees, and get settled before the day begins.
Welcome &
Overview
Set the stage for a productive day and understand what you’ll be covering.
Morning
Sessions
Dive into the core education, frameworks, examples, and live discussion.
Lunch
On Your Own
Take a break, explore nearby dining options, and connect with other attendees.
Afternoon
Sessions
Build on the morning with deeper insights, practical examples, and interactive Q&A.
Closing &
Next Steps
Review key takeaways and leave with a clear understanding of what to do next.
Learn from Experience. Benefit from Clarity.
Tim Berry has spent decades working with self-directed retirement plans and the rules that surround them. IRA Ideas Live brings that experience into the room with practical education designed to make complex concepts easier to understand.
Be First to Know When Registration Opens.
Interested in attending IRA Ideas Live? Join the waitlist and we'll keep you informed as new dates, cities, and registration details become available.
Join the Waitlist
Tell us where to send upcoming event announcements.
Join Us at a City Near You
Frequently Asked Questions
Everything you need to know before joining us for IRA Ideas Live.
IRA Ideas Live is designed for investors and retirement account owners who want to better understand self-directed strategies, alternative investments, and the rules that govern them. Whether you're new to the subject or already using a self-directed account, the day is structured to provide practical education and greater clarity.
You'll leave with a clearer understanding of self-directed retirement accounts, investment options, important rules and safeguards, due diligence frameworks, and how professionals such as custodians, CPAs, and attorneys fit into the process.
No. IRA Ideas Live is designed as an education-focused experience. The purpose of the day is to help attendees understand concepts, rules, strategies, and frameworks rather than provide personal financial, legal, or tax advice.
Refund and cancellation terms will be clearly presented during registration for each event. Please review the event-specific policy before completing your registration.
Recording availability may vary by event. Any recording or replay information will be included in the registration details for the specific IRA Ideas Live date you choose.
Bring something to take notes with and come ready to learn. You may also want to bring questions about self-directed investing concepts that you'd like to better understand during the educational sessions and Q&A.
Invest in Knowledge. Create More Freedom.
Seats are limited to keep the experience personal, focused, and impactful. Reserve your place and take the next step with greater clarity and confidence.