Free live training on Zoom
Most people were never told they have a choice.
Your IRA or old 401(k) doesn't have to stay where it is. Horizon Trust founder Greg Herlean goes live with a guest to show how Self-Directed retirement accounts work, in plain English.
This session
Ryan Sudeck
Chief Executive Officer
Turning old hotels into apartments
Ryan Sudeck is the CEO of Sage Investment Group, a Kirkland, Washington company founded in 2020 that turns underused hotels into apartment communities for working families. Ryan will walk through how a conversion works, from buying the building to renting the first unit. Greg will explain what it takes to hold an investment like this inside a Self-Directed account.
Our guests are independent. Horizon Trust does not recommend or endorse any investment, including our guests' own.
Save my seatWhat you'll learn
One hour, three big answers
- 01
What "Self-Directed" really means, and what a custodian does and doesn't do.
- 02
How money moves from an old 401(k) or IRA into a Self-Directed account.
- 03
Questions to ask any investment sponsor before you invest.
Your host
Greg Herlean
Founder and CEO, Horizon Trust Company
Greg has spent more than 23 years in real estate and finance. Before founding Horizon Trust in 2012, he bought and managed more than 620 fix-and-flip projects, 2,000 apartment units, and 12 hotel properties across the country.
Today he leads Horizon Trust, a New Mexico-based custodian, and has spent the last decade teaching Americans how Self-Directed investing works, so they can take charge of their retirement.
Questions
Good to know before you join
How do I join?
After you sign up, your Zoom link comes by email. Just click it when it's time.
Do I need a Horizon Trust account to join?
No. Anyone can join.
Will someone contact me?
Yes. After you sign up, someone from our team may reach out to answer your questions about Self-Directed accounts.
Your retirement. Your say.
Save your seat for the live training.