Alternative Asset Investing: Leveraging Self-Directed IRAs

with... Equity Trust

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.

Saturday, February 17, 2018

Greensboro Airport Marriott
1 Marriott Dr
Greensboro, NC 27409

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.

John offers a comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by Equity Trust’s nearly 300,000 account holder. 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 training with the knowledge and guidance to formulate and implement alternative investing into their financial plan. We look forward to seeing you there!

John Bowens, Equity University’s National Educational Specialist, has clearly mastered the topic of Self-Directed IRA/401(k) investing. Personally mentored by Equity Trust founder Richard Desich Sr., John has crafted a compelling one-day workshop that incorporates real world case studies and current market focused applications that excites, energizes, and truly engages audiences.




Click here to view the agenda.



John Bowens, Sales Supervisor and Equity Trust National Education Specialist, provides educational resources to real estate and alternative asset investors. Through years of experience working with self-directed IRA investors and holding positions in contracting, operations and building management, John has developed an educational curriculum that delves deep into the lesser known aspects of IRA investment techniques. John, along with the entire Business Development team, has taken Equity Trust to nearly $30 billion in plan assets and assets under administration. Additionally, John has authored columns in Personal Real Estate Investor Magazine and frequently appears as a guest speaker on radio talk shows and at real estate investing seminars and expos.

 

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 in Hollywood, California.





About Equity Trust Company
Equity Trust Company, a passive custodian with its corporate headquarters in Greater Cleveland, Ohio is
at the forefront of the self-directed industry. The Company specializes in the custody of alternative
assets in self-directed IRAs, Coverdell Education Accounts, Health Savings Accounts and qualified
business retirement plans. Along with its affiliates, Equity Trust Company provides services to nearly
300,000 accounts nationwide with approximately $30 billion in assets under custody and administration.
Since 1974, the company and its affiliates have helped investors take control of their financial future by
providing education and administration services related to self-directed retirement accounts. Visit
https://www.TrustETC.com for more information.

Equity Trust Company is a passive custodian and does not provide tax, legal or investment advice. Any information communicated
by Equity Trust Company 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.

Members:
$79.00
Non-Members:
$97.00



Members w/Guest:
$47.00
Non-Members w/Guest:
$47.00

Early Bird Special Pricing...
Up To 2/16/2018
Members: $47.00 -- Non-Members: $97.00

Regular Price
Members: $79.00 -- Non-Members: $97.00


Date: Saturday, February 17, 2018
Time: 8:30 AM - 5:00 PM

Location:
Greensboro Airport Marriott
1 Marriott Dr
Greensboro, NC 27409

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