Your account is not too small
The most common objection in the room, and the easiest to disprove. We will walk through deals funded with a few thousand dollars, including a $500 earnest money deposit that turned into a six figure payday.
Colorado RE•CON · Directed IRA
Lending and Creative Financing Inside Your IRA
A one day working session on using retirement money to fund real estate,
and on raising it from the people sitting next to you. Taught by the
custodian who holds the accounts and the investors who actually run the
deals.
Friday, September 11, 2026
11:00 AM to 4:00 PM
Denver, venue announced soon
Free to attend · Registration required
Seats are capped by the room. Registration closes when it fills.
Why this day exists
Most investors have money they forgot they could use
Old 401(k) from a job you left. An IRA that has been sitting in index funds since 2019.
A Roth you opened and never touched. That money can buy real estate, fund a
note, or back an earnest money deposit, and most people never find out.
The other half of the day is the part investors care about even more. Every person
in your network with a retirement account is a possible lender. Learning how that
works, and how to ask, is the difference between a deal you fund and a deal you
watch someone else close.
The rules are learnable in a day
Your IRA owns the property, not you. Once that clicks, the rest follows. We cover what you can buy, what you cannot, and the steps to move an account without triggering a tax bill.
Other people's retirement money is real money
Private lending inside an IRA is how a lot of Colorado deals get funded. You will see how notes get structured, who to approach, and what the paperwork actually looks like.
The day
Four sessions, one working lunch, and a room that stays after
Doors at 11:00. Food is out when you get there, so grab a plate and take a seat.
Session 1: The accounts, and what they can actually buy
Daniel Tercey, Directed IRA
Start at ground level and get everyone to the same place. What each account type does, what self directing looks like in practice, and the steps to open one.
Break, 30 minutes. Lunch, restrooms, back in your seat at 12:30.
Session 2: Private money lending inside an IRA
Nate Hare, CISP, RMLO · Directed IRA
The mechanics of lending retirement money and borrowing it. When it makes sense, who to approach, and how the note gets built.
Session 3: Creative financing, applied
Ed Peugh, Investor · Charlotte Metro
An investor who runs these deals for a living walks through how he finds the money, how he puts it to work, and what the deals looked like on paper.
Working Q&A, 30 minutes. Bring the question you came with.
Session 4: Live deal workshop
Title pendingDaniel Tercey, Nate Hare, and Ed Peugh
The whole room works a deal together, start to finish, with the account holding it. This is where the day stops being theory. Bring a deal you are looking at.
Networking happy hour begins. Open to the public, workshop ticket not required.
Who is teaching
Three people who do this, not three people who talk about it
Daniel Tercey
Manager, Affiliates and Business Development · Directed IRA
Daniel works with real estate investor groups across the country and sees which self directed strategies keep showing up in real deals. He opens the day by getting everyone to the same baseline, then stays in the room for the rest of it.
Nate Hare
CISP, RMLO · Vice President, Directed IRA
Nate has taught private lending and creative financing to investor audiences for years, including a course investors have taken for continuing education credit. He handles the session where notes get built.
Ed Peugh
Investor · Charlotte Metro
Investing since 2005 through several market cycles: short term and long term rentals, single family and multifamily, fix and flips, wholesaling, and creative deals. His team is one of the bigger operations in the Charlotte Metro, and he raises retirement money for his own deals.
Second event, same night
The 4 o'clock happy hour
You do not have to sit through the workshop to come to
this. The room opens up at four, the drinks are on
Directed IRA, and the people you want to meet are
already there.
If you are raising money, this is a room full of people who
just spent five hours learning that their retirement
account can lend it. If you are looking for deals, the
operators are here too.
September 11. Bring a deal.
Five hours on funding real estate with retirement money, then a room
full of people who now know theirs can lend.
Registration
Claim your seat
One form covers both the workshop and the happy hour. Tell us which one you want and we will send the address as soon as the venue is locked.
Free
No ticket price, no upsell at the door. Directed IRA is covering the day.
Lunch included
Food is out at 11:00 when doors open, plus drinks at the happy hour.
Seats are capped
Limited by the room. Registration closes when it fills.
Questions before you register? Email [email protected].