Wealth Building Workshop Agenda

  • Choose your own educational track: Novice OR Experienced

    Session times are depicted below – see Locations tab for exact locations and dates

     

    The Experienced Track

    • 7 Tax-Exempt Accounts
    • Roth Conversions “Back Door IRA”
    • Alternative Investment Case Studies
    • Financing Options – 3 advanced methods
    • IRA Rules & Regulations
    • Multiple IRA Investing
    • Inspiring Client Success Stories


     

    About the Speaker

    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 just over $12 billion in plan assets.  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.


     

    The Novice Track

    • Traditional vs. Roth IRAs
    • The Roth Conversion
    • Alternative Investment Case Studies
    • Financing Options
    • IRA Rules & Regulations
    • Getting Started
    • Inspiring Client Success Stories
     

    About the Speaker

    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.

     

    • July 25, 2016
      • 7:30 am - 8:30 amRegistration
      • 8:30 am - 9:30 amWelcome | Overview | Self-Directed IRA Foundations
      • 9:45 am - 12:00 pmNovice Track
      • 9:45 am - 12:00 pmExperienced Track
      • 12:00 pm - 1:00 pmLunchOn your own
      • 1:00 pm - 1:45 pmLocal Investor Showcase
      • 2:00 pm - 3:00 pmSpeed Networking
      • 3:00 pm - 4:00 pmEquity Trust Client's Success Stories & Case Studies
      • 4:00 pm - 5:00 pmTax-FREE Blueprint | Q&A | Meet the Equity Trust Staff

    DVDproducts01

    Wealth Building Workshop

    Take Home IRA Success Kit

    A $600+ value FREE with the purchase of admission to one of Equity University’s Wealth Building Workshops.

    This well rounded educational kit includes 7 different education downloads – over 14 hours of additional education!