Getting Clear on What’s Next:
A guided conversation with Jason Wojo
Click here to pre-register!
This session is designed for investors who have started thinking about their vision plan but still feel uncertain about direction, focus, or next steps.
Rather than a presentation, this is a guided conversation led by Jason Wojo, CEO of Lifeonaire, where the focus is helping you slow down, reflect, and get clear before taking more action.
This conversation is especially helpful if you’re early in the vision planning process, coming off the January meetings, or feeling like you’re busy but not fully aligned.
What Will Actually Happen
• Jason will set the context around why clarity must come before growth
• Attendees will be invited to reflect on where they are right now, not where they think they should be
• Live Q&A focused on uncertainty, decision fatigue, and feeling stuck
• Discussion around common mistakes investors make when chasing goals without alignment
• Guidance on how to use your vision plan as a filter for decisions
This session is about getting oriented, not speeding up.
The Feb 19th and March 19th sessions are designed to complement each other.
One focuses on clarity and direction.
The other focuses on alignment and intentional momentum.
Attending both will better prepare you for the full Lifeonaire experience at the LIVE April 16 – 18 event in the Wisconsin Dells.
Speaker: Jason Wojo
Jason Wojo is a Ph.D. scientist turned entrepreneur who’s built multiple successful businesses that deliver both profit and freedom. Inside Lifeonaire, he’s gone from Lifeonaire student to coach to CEO to owner—and he brings that full-spectrum perspective into everything he teaches. Jason is a Keap (formerly Infusionsoft) iKON Business of the Year award winner for the results he’s produced through automation and smart systems, and he’s coached, consulted for, and collaborated with some of the country’s most successful entrepreneurs and investors. He’s also been featured on Financial Safari Radio, BiggerPockets Money, Millionaire Mind, and Elite Entrepreneurs. Jason is here to help you get clear, get focused, and make real moves.
WiscoREIA Investor Deep Dive
1:00 pm - 2:00 pm
Online Event
Whether You Save or Raise Capital, Self-Directed Accounts are for You!
In this session, Kaaren Hall will break down how self-directed IRAs and Solo 401(k) accounts can do far more than sit in the stock market. He will explain how these accounts can be used strategically to build wealth through alternative assets and to properly fund private businesses.
Attendees will learn what self-direction really means, how these accounts can participate in opportunities such as real estate and private lending, and why this large pool of retirement capital is often overlooked by founders and investors. Whether you’re looking to grow your own retirement dollars or raise capital more strategically without giving up control, this presentation will provide a clear, practical roadmap you can put to use right away.
Speaker: Kaaren Hall
Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRAs since 2009. With 20+ years of experience in real estate, mortgage lending, and property management, she has helped thousands of investors use retirement funds to invest in alternative assets like real estate, private lending, and precious metals. Kaaren is a frequent industry speaker and has presented at BiggerPockets’ BPCON (2022–2025). She’s also the founder of OCREIA (Orange County Real Estate Investors Association) and the author of Self-Directed IRA Investing: A BiggerPockets Guide. Kaaren serves on the boards of The Council on Aging Southern California and RITA (Retirement Industry Trust Association), advocating for education and transparency in the retirement industry.
12:00nn - 1:00 pm
Building Life Around the Plan:
Turning clarity into intentional action with Jason Wojo
This session builds on the foundation of vision planning and focuses on alignment, momentum, and intentional progress.
Jason Wojo will lead an interactive conversation around how to take a clear vision and begin shaping your life and investing decisions around it, rather than fitting life around your business.
This is a forward looking conversation designed for those who are ready to move beyond clarity and start living into the plan they’ve started to create.
• Jason will frame what alignment really looks like once clarity exists • Live Q&A around priorities, trade offs, and intentional decision making • Discussion on how investors drift away from their vision without realizing it • Real world examples of aligning business, investing, and life goals • Preparing mentally and strategically for deeper work at the April live event
This session is about moving forward with intention, not just more activity.
11:30am - 1:00 pm
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