Alternative Investing Mastery Series

Access Replay for Session 13:

Leveraging Self-Directed IRAs and Infinite Banking for Long-Term Wealth Growth

Don’t Miss This Replay

Learn from some of the biggest names in investing about how you can win with this downturn.

What You’ll Learn In This Replay


Alternative Strategies for Long-Term Wealth Building and Asset Protection


What Infinite Banking is and How It Works


How to Utilize Your Retirement Account To Invest in Alternative Assets


Risks and Benefits of Investing in Emerging Asset Classes


Live Q&A to Give You the Answers You Need

Upcoming Sessions


June 12th - Passive Income Tax Strategies


Date TBD - More to be announced

Meet Your Presenters

Host: Patrick Grimes

CEO/Founder of Passive Investing Mastery

Patrick is the CEO/Founder of Passive Investing Mastery. Since 2007, Patrick has purchased, renovated, and stabilized distressed real estate assets for long-term cash flow. He is also the founder of Invest OnMain Street, a private equity firm that has raised over $50M to acquire a $600M+ portfolio including about 5,000 units in multifamily apartment communities in emerging markets across Texas and the southeastern U.S.

Panelist: Erica Neal

Co-founder, Infinity Investments Strategies

Erica Neal earned her bachelor’s degree in finance and economics from UT Permian Basin. She began her career at a large investment firm, where she identified gaps in traditional financial planning. Seeking to provide more comprehensive plans for her clients, Erica joined a boutique financial firm. This move allowed her to partner with Fortune 500 companies and offer tailored solutions.  

Erica shifted her focus from accumulation to efficient cash flow strategies, including the Infinite Banking Concept, and began investing in real estate. After three years, she and David White merged their practices to create Infinity Investment Strategies. This venture enabled them to build their real estate portfolios while offering Infinite Banking education.  

Erica provides investors and business owners with strategies to manage cash flow, enhance returns, lower taxes, and protect assets. Known for her expertise in creative financial strategies, she continues to educate others on wealth-building.

Panelist: Kaaren Hall

CEO, uDirect IRA Services, LLC and  OCREIA

Kaaren Hall founded uDirect IRA Services during a recession and mortgage market collapse, leveraging her 20+ years in mortgage banking, real estate, and property management. She identified a need for self-directed IRAs and has since guided tens of thousands of Americans in diversifying their investments, with over $1 billion under management.  

Kaaren is also the CEO and founder of the Orange County Real Estate Investors Association (OCREIA), established in 2012. OCREIA has over 3,000 members and provides real estate investing education for all levels on a variety of topics.  

Learn more about Kaaren’s work at uDirectIRA.com and OCREIA.com.

Register For The Next Live Session

Register for the series and we'll send you the replays even if you can't attend.