Speakers

    • John Bowens

      John Bowens National Education Speaker, Sales Supervisor

      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.

       

    • Jessica Zientarski

      Jessica Zientarski Senior Account Executive

      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.

       

  • Agenda

     

    Session times are depicted below:
      • 7:30 am - 8:30 amRegistration
      • 8:30 am - 9:30 amWelcome | Overview | Self-Directed IRA Foundations
      • 9:45 am - 12:00 pm7 Tax-Exempt Accounts
      • 12:00 pm - 1:00 pmWorking Lunch (Provided)
      • 1:00 pm - 2:00 pmSmall Dollar Transactions (HSA and CESA Accounts)
      • 2:00 pm - 3:00 pmLocal Investors Panel Discussion
      • 3:00 pm - 4:00 pmNetworking
      • 4:00 pm - 5:00 pmNote Investing