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.
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 130,000+ 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 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.
Equity Trust: A Leading Provider of Self-Directed IRAs
About Equity Trust Company
Equity Trust is a financial services company, headquartered in Cleveland, Ohio that enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust provides services to more than 130,000 accounts with $12 billion in assets under custody. Our tax-advantaged, self-directed investment accounts appeal to entrepreneurial investors who want to take control of their wealth. We offer clients a robust account management system, online investor community and wealth-building education, which enable them to grow their knowledge and complete transactions with ease. Visit http://www.TrustETC.com for more information.
About our 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.
5:45pm - Registration opens
6:30pm - Sharing Success / Haves & Wants
7:00pm - Main Meeting
8:30pm - End of Main Meeting/Continued Networking
Free to Members & First Time Guests. Subsequent meetings are $25 per individual.