Unlocking Retirement Wealth & Building Resilient Portfolios

Join us on Monday, July 1st, for an eye-opening evening where we explore two powerful—but often overlooked—investment tools: Self-Directed IRAs and Wealth Preservation through ULI Policies.

Whether you're a passive investor, real estate sponsor, or just looking to diversify, this event will equip you with real, actionable strategies to grow and protect your wealth.

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### 🎤 Featured Speaker: Daniel Hertzberg

Founder, Optimum Business Solutions
With over 30 years of experience in alternative investments and digital assets, Daniel specializes in helping high-net-worth individuals and business owners build resilient portfolios. At this meetup, he’ll share how to manage risk through diversification, and preserve wealth through Indexed Universal Life (IUL) strategies designed specifically for investors.

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### 🎤 Guest Speaker: Nik Brodskiy

Founder, Alts Custodian
Nik will break down the power of Self-Directed IRAs—how they work, what to avoid, and why they're one of the fastest-growing capital sources in private real estate. Nik has deep experience in real estate, private equity, and alternative finance, and holds an MBA from Stanford.

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### 💡 What You’ll Learn:

• How SD-IRAs really work (and how to avoid common pitfalls)
• Why IULs are increasingly used as tax-efficient investment vehicles
• How to diversify beyond Wall Street into real assets
• Portfolio strategies for risk management and long-term growth
• Real-world examples of retirement-driven real estate investing

🎟 RSVP now and secure your spot for July 1st!
We'll kick off with networking, followed by the presentation, and wrap up with more time to connect

📆 When: Tuesday, July 1st from 5:30 PM – 8:00 PM
📍 Where: Engel & Völkers Danville (360 Diablo Rd, Danville, CA 94566)

Agenda:
5:30 - 6:15: Casual Networking
6:15 - 7:00: Presentation
7:00 - 7:15: Group Introductions
7:15 - 8:00: Casual networking

Whether you're a high-net-worth investor, busy professional, or new to passive investing, this is the place to connect and learn. Join us and start growing your wealth—passively! 🚀

✅ Network with experienced investors, sponsors, and operators
✅ Discover real estate investment strategies to create cash flow & financial freedom