Event Registration

Monthly Meeting March 19, 2019



March 19, 2019 

Main Event 7:30pm 

Mark Your Calendar Now 

Alternative Asset Investing: Leveraging Self-Directed IRAs 

Self-Directed IRA/401(k) investing, although widely misunderstood and underutilized, allows investors to architect a diversification strategy with assets often not found in traditional asset allocation models. Assets including, but not limited to, real estate, mortgage notes and trust deeds, small businesses, joint ventures, private equity, and precious metals. 

Kent Kinzer will cover:

    • 7 types of tax-advantaged accounts available at Equity Trust
    • What type of self-directed IRA investments are allowable by the IRS
    • Real-life case studies of self-directed IRA success
    • Answers to other common questions about how the investment process works and what documents are required

Kent will also talk about the comprehensive self-directed IRA/401(k) educational Wealth Building Workshop that will provide 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 will have the opportunity to leave this training with the knowledge and guidance to formulate and implement alternative investing into their financial plan. 

Early Bird Session 6:30pm 

FREE Admission and Free Deli sandwiches for the first 125 attendees! Be sure to arrive early for networking.

We are sorry but registration for this event is now closed.

Please contact us if you would like to know if spaces are still available.