WEDNESDAY, MAY 20TH AT 12:00 PM EST
Oil & Gas in Your IRA:
Capitalizing on the Energy Supply Crisis with Charlie Wessel
This session explores the macro forces driving renewed demand for U.S. energy investments, including global supply constraints, rising prices, and increasing institutional capital flowing into oil and gas. Attendees will gain a clear understanding of how working interests operate, how these investments can generate income from real production, and the potential tax advantages available both inside and outside of self-directed IRAs. The webinar also breaks down key deal structures, underwriting assumptions, and risk considerations across major U.S. basins. Through real-world examples and fund-level insights, participants will learn how experienced operators approach capital deployment, evaluate breakeven pricing, and position for cash flow in a high-price environment. The session also highlights how investors can think about diversification, capital preservation, and opportunity selection within the energy space. Designed for investors seeking alternative income strategies, this webinar equips attendees with the knowledge and framework needed to confidently assess oil and gas opportunities in today’s evolving market.
The Macro Case for Oil & Gas in 2026
Explore the global forces shaping today’s energy landscape, including tightening supply, resilient demand, and ongoing geopolitical pressures. These dynamics continue to support elevated commodity prices and renewed interest in domestic production. As a result, institutional capital is increasingly flowing into U.S. oil and gas as investors seek stability and inflation-resistant returns.
How Investors Generate Income Through Working Interests
Discover how working interests allow investors to participate directly in the revenue generated from oil and gas production. These investments can produce consistent cash flow tied to real assets, rather than paper-based returns. In addition, structures like self-directed IRAs and industry-specific tax advantages can significantly enhance overall returns.
Evaluating Deals and Managing Risk in Energy Investments
Gain insight into how experienced operators analyze and structure energy deals to balance risk and reward. This includes evaluating key factors like breakeven pricing, reserve potential, and operational efficiency. Investors will also learn how thoughtful deal structuring and diversification strategies can help protect capital while positioning for strong, long-term performance.
Our Speakers
Charlie Wessel
Charlie Wessel's journey into commercial real estate, debt funds, and other private equity opportunities began in 2006, and he’s been actively investing since 2016. At Cordell Capital, their mission is simple: to help investors access carefully vetted private equity opportunities with a conservative, yet high-performing approach to building long-term wealth. Beyond the business, he’s been blessed with over 20 wonderful years of marriage to his amazing wife. Together, they’re raising three incredible children, their son and their beautiful twin daughters. What sets Cordell Capital apart is their unwavering commitment to their investors. They don’t just offer opportunities, they offer guidance, transparency, and the kind of support that empowers investors to make confident, informed decisions. Whether they're accredited or non-accredited investors, they’re here to help them take the next step toward financial freedom.
Courtney Moeller
Courtney Moeller is a U.S. Navy veteran, Amazon #1 best-selling author, international speaker, and seasoned entrepreneur. She was born into a family of oilfield professionals, making her a second-generation oil and gas entrepreneur. Courtney has spent the last 15 years investing in and drilling wells across Texas, Oklahoma, Colorado, Wyoming, and North Dakota. Her passion lies in helping others build wealth through tax-advantaged oil and gas investments. With a background in aviation electronics from her Navy service aboard the USS Nimitz, Courtney brings technical precision and mission-driven leadership to every venture she touches.
American IRA, LLC, a South Dakota limited liability company, serves as a Third Party Administrator on behalf of the Custodian, New Vision Trust Company, a state chartered South Dakota Trust Company. As a Self-Directed IRA administrator we are a neutral third party. We do not make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms). We are not responsible for and are not bound by any statements, representations, warranties or agreements made by any such person or entity and do not provide any recommendation on the quality, profitability or reputability of any investment, individual or company. The terms "we" and "us" refer to American IRA, with an office located in Sioux Falls, SD.