Self-Directed IRA Online Workshop Brings Wealth-Building Education to You

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

The Self-Directed IRA Online Workshop

Register for On-Demand Access Today

Watch On-Demand

Replay Available for:

Session 101

Session 201

Session 301

Register now to access this wealth-building education,

which features presentations normally exclusive to Equity University's in-person Wealth Building Workshops without requiring you to leave your home!

The Self-Directed IRA Online Workshop features:

Michael Cozart
National Education Specialist

 

Michael Cozart educates audiences across the country about the potential advantages of self-directed IRAs. His professional background includes finance, investing and public speaking.

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 on-demand video presentations from an exclusive online event: The Self-Directed IRA Online Workshop

This on-demand workshop allows you to access quality wealth-building education, covering all aspects of self-directed investing, from your computer, tablet, or smartphone. You are in control of the event, receiving instant access to three different levels of education - Session 101, Session 201 and Session 301 - so you can learn about self-directed investing at your own pace and refer back to each session more than once. 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
  • Education for every level investor: 101, 201, & 301-level sessions
  • A content-rich agenda filled with how-tos and details about investments you may not have known were possible with an IRA
  • FREE Self-Directed Investing Overview guide when you sign up
  • Access to the free Self-Directed IRA Workshop Success Kit and financial calculators

©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