Beyond Wall Street:
APRIL 17–18, 2026 · DALLAS, TEXAS
Alternative Wealth Workshop
A two-day immersive workshop designed to upgrade your investing strategy through self-directed investing in real estate, private equity, and more. Featuring real-life case studies, open Q&A, and powerful networking.
Hotel room block deadline: March 26, 2026. Rooms are limited.
Join
Industry professionals
Learn
What works
Network
With successful investors
Strategize
Your next investment
ABOUT THE SPEAKER
JOHN BOWENS, CISP
Director of Education · Equity Trust Company
Meet Your Host
John is Equity Trust’s Director, Head of Education and Investor Success and a Certified IRA Services Professional. For more than 20 years, he has helped investors understand how retirement account can go beyond traditional stocks and mutual funds.
WHAT YOU'LL LEARN
Real estate & private lending
basics inside an IRA
How to navigate the associated
tax rules and nuances
How self-directed IRAs work –
and what to avoid
OVERVIEW
Beyond Wall Street:
Alternative Wealth Workshop
A fast-paced, two-day workshop in Dallas exploring self-directed, tax-advantaged investing through real stories and hands-on examples.
Learn how self-directed accounts can support alternative assets
Work through real case studies and practical scenarios
Open Q&A sessions with clear, step-by-step explanations
Progress from fundamentals to advanced concepts
Leave with a path from concepts to execution
AT A GLANCE
Format
In-person workshop
Length
2 days
Style
Case studies + Q&A +
guided learning
Best for
Investors exploring alternatives with tax-advantaged accounts
Presented by Equity Trust Company · Self-Directed IRA Custodian
ALL-INCLUSIVE TICKET
Everything You Need
Is Already Included
One ticket. Two transformative days.
No surprise add-ons, no extra charges.
All sessions, both days
Full access to every workshop block
Meals included
Breakfast daily + Friday lunch
Friday evening social
Light happy hour & networking
Event workbook & materials
Take-home reference guides
Field Manual included
"Wealth Beyond Wall Street" — yours to keep
Live Q&A with experts
Real answers to your real questions
7-day refund policy — full refund available up to 7 days before the event.
TWO FULL DAYS
Event Agenda
This event spans two full days of education, networking, and insight. Your ticket provides access to the complete workshop.
Friday, April 17
8:00 AM – 7:30 PM
Networking Breakfast & Check-In
8:00 AM
S1: Maximizing Tax-Free Potential Using 4 Tax-Advantaged Self-Directed Accounts
9:00 AM
S2: Private Investment Case Studies – Beginner to Advanced
10:00 AM
Networking Break
11:00 AM
S3: Deep Dive on Solo 401(k)s
11:30 AM
Working Lunch & Live Q&A
12:45 AM
Saturday, April 18
8:00 AM – 12:15 PM
Breakfast & Live Q&A
8:00 AM
S7: Disqualified Persons and Prohibited Transaction Rules | RE Checkbook IRA LLC
9:00 AM
Investor Case Studies and Open Forum Q&A
10:00 AM
Closing Remarks
12:15 AM
* This event is listed as one day on Eventbrite, but your ticket provides access to the full two-day workshop.
BUILD YOUR NETWORK
The Right Connections
Change Everything
The workshop includes multiple networking opportunities across both days, helping you build meaningful connections with other investors and professionals who share an interest in alternative assets. The relationships you form here can be as valuable as the education itself.
Multiple Break Opportunities
Structured breaks throughout both days give you natural moments to connect with fellow investors.
Friday Evening Social
Light happy hour in a relaxed setting — the perfect atmosphere for meaningful conversations.
Saturday Speed Networking
A guided speed networking event designed to maximize connections in a short amount of time.
Like-Minded Community
Connect with investors who share a genuine interest in alternative assets and tax-advantaged strategies.
THE VENUE
Omni Las Colinas Hotel
Venue Address
Omni Las Colinas Hotel
221 Las Colinas Boulevard East
Irving, TX 75039
Hotel Room Block
A discounted hotel block is available at the Omni Las Colinas. Book before the deadline to secure your rate.
Deadline: March 26, 2026
ATTENDEE VOICES
What Past Attendees Are Saying
Hear from investors who have already been through the Beyond Wall Street experience.
Very informative and well-needed knowledge. Even if you think you know everything, you still end up learning something new. It's a great way to keep refreshed and up to date with any new changes.
Past Attendee
This is an excellent presentation for understanding how to increase wealth by using IRA and HSA funds. There are a lot of tax-saving strategies that many are not aware of.
Past Attendee
If you’re serious about learning how to use your retirement assets in estate planning and investments, this is a great place to start.
Past Attendee
LIMITED SEATS AVAILABLE
Ready to Go
Beyond Wall Street?
Join us April 17–18 in Dallas, Texas for
two days of education, real case studies, and powerful networking with fellow alternative investors.
7-Day Refund Guarantee
In-Person · Dallas, TX
April 17–18, 2026
By registering, you agree to the photo release policy. Photos and videos may be taken at this event.
HAVE QUESTIONS?
Frequently Asked Questions
IS THIS FOR YOU?
Who Should Attend
This workshop is built for a specific type of investor. See if you recognize yourself below.
Active Investors
Seriously exploring alternative assets beyond stocks and bonds
Learners & Preparers
Actively learning and preparing for their next investment steps
Real Estate Professionals
Agents, brokers, and investors looking to leverage tax-advantaged accounts
Tax-Advantaged Seekers
Anyone seeking clarity on how IRAs and 401(k)s support long-term goals
Refund requests must be submitted in writing at least 7 days before the event. Requests can be sent to Events@TrustETC.com.
No. A printed ticket is not required for entry.
Business casual is recommended.
The hotel provides discounted self-parking rates, $18 for overnight guests and $10 for meeting guests. Valet rates are $25 for overnight guests and $16 for meeting attendees.
No, this is an in-person event and will not be recorded.
Yes, meals are provided. Friday includes breakfast, lunch, and a light happy hour. Saturday includes breakfast. Hot beverages are available throughout both days.
Equity Trust Company is a leading custodian of self-directed IRAs, helping investors take greater control of their retirement through alternative investing. Investors from all 50 states trust Equity Trust with more than 354,000 accounts* holding over $81 billion* in retirement assets.
Active Investors
Seriously exploring alternative assets beyond stocks and bonds
Learners & Preparers
Actively learning and preparing for their next investment steps
Real Estate Professionals
Agents, brokers, and investors looking to leverage tax-advantaged accounts
Tax-Advantaged Seekers
Anyone seeking clarity on how IRAs and 401(k)s support long-term goals
All sessions, both days
Full access to every workshop block
Meals included
Breakfast daily + Friday lunch
Friday evening social
Light happy hour & networking
Event workbook & materials
Take-home reference guides
Field Manual included
"Wealth Beyond Wall Street" —
yours to keep
Live Q&A with experts
Real answers to your real questions
Friday, April 17
8:00 AM – 7:30 PM
Multiple Break Opportunities
Structured breaks throughout both days give you natural moments to connect with fellow investors.
Friday Evening Social
Light happy hour in a relaxed setting — the perfect atmosphere for meaningful conversations.
Saturday Speed Networking
A guided speed networking event designed to maximize connections in a short amount of time.
Like-Minded Community
Connect with investors who share a genuine interest in alternative assets and tax-advantaged strategies.
Hotel Room Block
A discounted hotel block is available at the Omni Las Colinas. Book before the deadline to secure your rate.
Deadline: March 26, 2026
Venue Address
Omni Las Colinas Hotel
221 Las Colinas Boulevard East
Irving, TX 75039
Very informative and well-needed knowledge. Even if you think you know everything, you still end up learning something new. It's a great way to keep refreshed and up to date with any new changes
Past Attendee
This is an excellent presentation for understanding how to increase wealth by using IRA and HSA funds. There are a lot of tax-saving strategies that many are not aware of.
Past Attendee
If you’re serious about learning how to use your retirement assets in estate planning and investments, this is a great place to start.
Past Attendee
LIMITED SEATS AVAILABLE
April 17–18, 2026
In-Person · Dallas, TX
7-Day Refund Guarantee
Alternative Wealth Workshop
Beyond Wall Street:
Everything You Need
Is Already Included
Networking Breakfast & Check-In
8:00 AM
Join
Industry Professionals
Learn
What works
Network
With successful investors
Strategize
Your next investment
The information you need to evaluate and execute opportunities
Real estate & private lending basics inside an IRA
S4: Legacy Planning with Tax Advantaged Accounts (Inherited IRAs)
2:00 PM
S5: Deep Dive on UBIT
2:45 PM
Break
3:55 PM
S6: Optimizing Equity Accounts
4:00-4:30 PM
Networking Exercise and Cocktail Reception
4:30-7:30 PM
BONUS SESSION: SIMPLE IRA and Safe Harbor 401k – for those with W-2’s
11:00 AM
S1: Maximizing Tax-Free Potential Using 4 Tax-Advantaged Self-Directed Accounts
9:00 AM
S2: Private Investment Case Studies – Beginner to Advanced
10:00 AM
Networking Break
11:00 AM
S3: Deep Dive on Solo 401(k)s
11:30 AM
Working Lunch & Live Q&A
12:45 PM
S4: Legacy Planning with Tax Advantaged Accounts (Inherited IRAs)
2:00 PM
S5: Deep Dive on UBIT
2:45 PM
Break
3:45 PM
S6: Optimizing Equity Accounts
4:00 - 4:30 PM
Networking Exercise and Cocktail Reception
4:30 - 7:30 PM
Saturday, April 18
8:00 AM – 12:15PM
Breakfast & Live Q&A
8:00 AM
S7: Disqualified Persons and Prohibited Transaction Rules | RE Checkbook IRA LLC
9:00 AM
Investor Case Studies and Open Forum Q&A
10:00 AM
BONUS SESSION: SIMPLE IRA and Safe Harbor 401k – for those with W-2’s
11:00 AM
Closing Remarks
12:45 PM
Beyond Wall Street:
APRIL 17–18, 2026 · DALLAS, TEXAS
Alternative Wealth Workshop
A two-day immersive workshop designed to upgrade your investing strategy through self-directed investing in real estate, private equity, and more. Featuring real-life case studies, open Q&A, and powerful networking.
Hotel room block deadline: March 26, 2026.
Rooms are limited.
Equity Trust Company is a directed custodian and does not provide tax, legal, or investment advice. Any information communicated by Equity Trust Company 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. *Assets under custody and administration as of 12/31/2025.
Examples (Case studies) provided are for illustrative purposes only. Past performance is not indicative of future results. Investing involves risk including possible loss of principal. Information included in case studies was provided by the investor and included with permission. Equity Trust Company does not independently verify all information provided by third parties.
PHOTO RELEASE: At this event, photos and videos may be recorded. By attending this event, you may be included in these photos and videos. Your attendance grants your permission to be in these photos or videos, which may be used for educational, archival, or promotional purposes.
© 2026 Equity Trust Company. All rights reserved.
How self-directed IRAs work – and what to avoid
How to navigate the associated tax rules and nuances
Real estate & private lending basics inside an IRA
The information you need to evaluate and execute opportunities
One ticket. Two transformative days.
No surprise add-ons, no extra charges.
This event spans two full days of education, networking, and insight.
Your ticket provides access to the complete workshop.
