You’re invited to a comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by Equity Trust clients. The tactics discussed will demonstrate methods to potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investment assets through tax-advantaged retirement accounts. Attendees have the opportunity to leave this workshop with the knowledge to formulate and implement alternative investing into their financial plan.
– Participate in one full day of content rich education geared towards novice and experienced investors
– Interact with like-minded investors through formal and informal networking sessions
– Gain insightful knowledge and tips from leading educators in the real estate industry
– Learn from investors in your market as they share how they are using their IRA to rehab homes, invest in rental properties, wholesale properties, purchase real estate secured notes, invest in tax-liens and much more
Our education specialists will lead you through interactive self-directed IRA educational sessions revealing concepts and techniques geared toward your experience level.
What’s the refund policy?
Written request must be submitted at least 30 days prior to event date. Refund request can be submitted to [email protected]
Do I have to bring my printed ticket to the event?
You do not need to bring your printed ticket to the event.
What is the dress code?
Do I have to pay to park?
No, self-parking is available at the venue.
Is lunch provided?
Yes, lunch will be provided as part of the program.
Equity Trust is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
John Bowens, Equity Trust Retail Sales Manager, provides education to real estate and alternative asset investors through webinars, real estate investing seminars and more. John’s years of experience working with self-directed investors, personal experience in contracting, operations and building management, and nearly a decade as part of the Equity Trust sales team he’s learned the lesser known aspects of IRA investment techniques. ). In addition to the live events John hosts on behalf of Equity Trust Company, John shares that knowledge with investors through articles in real estate investing publications and frequently appears as a guest speaker on radio talk shows.
Jessica Zientarski, Senior Account Executive at Equity Trust Company, educates investors about the benefits of self-directed IRAs and other alternative investments, both in the office and at educational events nationwide. Prior to her tenure with Equity Trust, Jessica managed different aspects of the hospitality, sales, and media production industries.
LUNCH IS PROVIDED.
• Core & Virtual Members: Early Bird: $69 thru July 19; Standard: $89
• Non-Members: Early Bird: $89 thru July 19; Standard: $109
Questions? Contact William Moore by calling/texting (917) 407-9209 or by sending an e-mail to [email protected]