Live 2-Day Workshop · May 12 + 13, 2026
How to Earn Monthly Income From Real Estate Without Owning Property, Using Your Retirement Account.
Two days. Two industry experts. One repeatable, asset-backed income strategy that puts your retirement dollars to work, without touching your personal savings.
Join The LIVE 2-Day Workshop
May 12 & 13, 2026 at 2:00pm CDT
Register To Save Your Seat ↓
Save Your Seat.
Reserve your spot for both days. Workbook included.
We respect your privacy. Unsubscribe anytime.
Your Retirement Account Has More Options Than They Told You About.
If your IRA or 401(k) sits at Fidelity, Vanguard, or Schwab, here is what you are allowed to buy:
- Stocks
- Bonds
- Mutual funds
- ETFs
- Index funds
- Target-date funds
That is it. That is the menu.
And here is how that feels:
- →You watch your account swing 20% in a quarter and call it “the market.”
- →Your “income” is a 4% safe withdrawal rate, not actual monthly cash flow.
- →Every dollar you have for retirement sits in public markets you cannot influence.
- →You have zero exposure to anything backed by hard collateral.
What Most Investors Don't Know
You can legally move your IRA or old 401(k) into a Self-Directed custodian and unlock a different universe.
- Real estate notes
- Private lending
- Real estate (rentals, syndications)
- Precious metals
- Private placements
- Tax liens
Why didn't anyone tell you? Because Fidelity does not make money when you buy a mortgage note. Most advisors do not either. The information gap is not an accident.
Your retirement account isn't broken. Your custodian is limiting you.
True diversification means more than holding 12 different mutual funds that all rise and fall together. It means real exposure to alternative assets backed by hard collateral, not paper that swings with the next headline.
Over two days, we will fix both halves of the problem. Day 1 teaches the asset (real estate notes). Day 2 teaches the vehicle (Self-Directed IRA). Together, one repeatable, asset-backed income strategy that adds genuine diversification to your portfolio.
What You'll Learn
Inside this 2-day workshop you will learn:
What real estate notes actually are, and why banks have used them as a core income asset for over 100 years.
Day 1. Strip the jargon. See the asset class that banks, pension funds, and family offices have quietly relied on for generations, and why it produces income without depending on stock prices.
How to earn predictable monthly income without tenants, toilets, or termites.
Day 1. The cash-flow mechanics. How a performing note pays month after month, who actually services it, and why this looks more like fixed income than real estate.
How to legally move your IRA or old 401(k) into a Self-Directed IRA.
Day 2. The mechanics, the timeline, and the exact questions to ask a custodian. No tax penalties, no shortcuts, just the process the big custodians never explain.
How to evaluate a note opportunity before you commit a dollar.
Day 1. Loan-to-value, lien position, collateral quality, borrower profile. The same diligence framework professional buyers use, simplified for non-institutional investors.
How to compound passive income tax-advantaged inside your retirement account.
Day 2. What your SDIRA can and cannot do, the prohibited transactions to avoid, and how to structure ownership so you stay in compliance.
Spots fill up fast. Reserve yours.
Save Your Seat
2-day workshop. Limited interactive Q&A spots.
We respect your privacy. Unsubscribe anytime.
Meet Your Hosts
Two industry experts. One income strategy.
Day 1 · Real Estate Notes
Sierra Davis
Founder, Essential Investment Group
Over 7 years of hands-on experience in real estate note investing, fixed income asset management, and direct lending. Author of Rethinking Retirement with Note Investing.
She will teach you the asset.
Day 2 · Self-Directed IRAs
Nate Hare
Self-Directed IRA Specialist
Industry veteran in self-directed retirement accounts. Years of experience helping investors move IRAs and old 401(k) plans into self-directed structures that hold real estate, notes, and private placements. Educates daily on the rules, the process, and the pitfalls.
He will teach you the vehicle.
Hear From Past Attendees
What Past Attendees Are Saying
Real People. Real Clarity. Real Results.
“I learned how to find deals online, how to evaluate them using the right criteria, and I actually feel confident now. For the first time, I can determine whether a deal is good or not and I'm ready to start investing passively.”
Eliecer T.
“Before working with Sierra, I honestly felt completely lost when it came to note investing. I'd heard the terminology, but I didn't understand the process, the risks, or even where to start. For the first time, I feel confident evaluating deals on my own and understanding why something is or isn't a fit. Sierra gave me the knowledge, the confidence, and the structure I needed to actually start taking action instead of feeling overwhelmed.”
Anne B.
“I gained clarity by looking at real notes and seeing how everything works. I now feel confident about building my buy box and taking the next steps.”
Ivy W.
“I genuinely had no idea how powerful and accessible note investing could be until you broke it down step-by-step, from the fundamentals, to analyzing notes, to understanding the real benefits, and even showing me where to find quality opportunities. Your teaching style made everything easy to grasp, and the way you shared your own experience and insights really brought the concepts to life. I walked away with clarity, confidence, and a solid foundation to start exploring this space.”
Kash J.
Ready to join them?
Save Your Seat
2-day workshop. Limited interactive Q&A spots.
We respect your privacy. Unsubscribe anytime.
What We'll Cover
Across the 2 days, you will leave with:
- What a real estate note is and why it has powered fixed income portfolios for generations
- The mechanics of monthly cash flow, servicing, and risk that make notes feel like fixed income, not landlording
- The exact process to convert an IRA or old 401(k) into a Self-Directed IRA without tax consequences
- How to vet a custodian, structure ownership, and stay clear of prohibited transactions
- Underwriting fundamentals: LTV, lien position, collateral, borrower profile
- How to combine the asset (notes) and the vehicle (SDIRA) into a single, repeatable income strategy
- Live Q&A: ask Sierra and Nate anything.
The Wealth With Notes Workbook
Everyone who attends gets the workbook to implement faster. Frameworks, checklists, and the questions to ask a custodian, all in one place.
Is this for you?
This is for you if:
- You want to diversify beyond stocks, bonds, and ETFs into alternative assets
- You want to invest in real estate without using your personal savings
- You hold an IRA or old 401(k) and want a real-asset hedge against market volatility
- You are an accredited or sophisticated investor exploring alternative investing
- You already have a Self-Directed IRA or are seriously exploring one
- You run a family office or trust seeking real-asset income and diversification
- You are a doctor, attorney, or executive looking for structured downside protection
- You want predictable income backed by real collateral
This is not for you if:
- You enjoy dealing with tenants, repairs, and high property expenses
- You are satisfied with 100% public market exposure and don't see the need to diversify
- You are not interested in alternative assets outside Wall Street products
- You are looking for crypto-style speculation or quick flips
- You are unwilling to read documents and do basic homework on alternatives
To keep the session high-impact and interactive, only a limited number of seats are available.
Once we hit capacity, registration closes.
Stop Guessing. Start Earning Monthly Income From Real Estate, Inside Your Retirement Account.
Two days. Two industry experts. One repeatable strategy.
Save Your Seat Now
2-day workshop. Limited Q&A spots. Workbook included.
We respect your privacy. Unsubscribe anytime.