The Self-Directed IRA Summit Brings an Evening of Education to You

A virtual wealth-building education event featuring the power of self-directed IRAs includes three tracks, Q&A, and free education bonuses

The Self-Directed IRA Summit

Reserve Your Spot Today

Thurs, Aug 17th

7:30 PM ET

Register now for this wealth-building education event,

which features the benefits of an in-person event without requiring you to leave your home!

The Self-Directed IRA Summit features:

Michael Cozart
National Educator

 

Michael Cozart encompasses a dynamic background in finance, investing, and public speaking. His entrepreneurial spirit and passion for elevating the client experience has led him to educate audiences across the country about the tax advantages of self-directed IRAs. He is viewed as an expert in his field and frequently appears as a guest at real estate investing seminars and expos.

Here's a Preview of the Agenda:

Session 201
  • Potential benefits for small business owners/self-employed
  • Tax-advantaged growth to fund a child's education
  • Roth conversion
  • Case studies: unique investments you may not have thought possible
Session 101
Session 301
  • What is a self-directed IRA, and why do some investors find it attractive?
  • The self-directed IRA investment process
  • IRA rules and regulations
  • How to get started
  • Investing in LLCs, land trusts, and other entities
  • Debt financing and Unrelated Business Income Tax (UBIT)
  • Solo 401(k)
  • Choosing a custodian

Speak with a Senior Account Executive today: 855-265-4IRA (4472)

Are you curious about self-directed IRAs? Do you want an in-depth review of using retirement accounts to invest in alternative assets?

Equity University has you covered with the launch of an exclusive on-line event: The Self-Directed IRA Summit at 7:30 p.m. ET on Thursday, August 17. 

The free event allows you to access quality wealth-building education covering all aspects of self-directed investing from the comfort of your own home. You are in control of the event, with three different levels of education allowing you to decide how much each level of the event to attend. You’ll learn how Equity Trust clients are using tax-advantaged accounts to secure their financial future in ways that you might not have known are possible.

  • Q&A after every session (questions can be submitted when you register )
  • Education for every level investor: 101, 201, & 301-level sessions…join at any time for as long as you want
  • A content-rich agenda filled with how-tos and details about investments you might not have heard of before
  • Free Grow Your Wealth and Achieve Financial Freedom guide for all registrants
  • Access to free toolkits and financial calculators for all attendees

©Equity Trust Company. All Rights Reserved.

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

What People said about Previous Live Events

"This workshop was excellent. I learned valuable information on how I can use my IRA to invest in real estate."

- Fort Lauderdale Attendee

"True to form with ETC, I received far more value than I expected. The presenters knew their material inside and out."

- Seattle Attendee

"I enjoyed the case studies and appreciated hearing more info about self-directed applications I was not aware of."

- Dallas Attendee