Equity Trust Company is the largest and most well-known company for offering "self-directed investment" options for using retirement accounts to invest in real estate! Our featured presenter will be Michael Cozart, Senior Account Executive at Equity Trust. Come learn how to invest tax-deferred or even tax-free the right way, legally!
7:00p - Real Estate Investing with Self-Directed IRA's
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.
Michael 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 strategies discussed will demonstrate methods to potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investment assets. 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!
Early Meeting at 5:30p - Rawn Law Firm
- Learn how to deal with issues surrounding Tenants' Service/Emotional Support Animals
