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Workshop: Creating Wealth TAX FREE with your retirement funds

  • October 05, 2019
  • 8:30 AM - 5:00 PM
  • Cireia Campus at 6767 E Washington St. Indpls 46219

Registration

  • $59 per person includes lunch, all day coffee station
Registration is closed

BUILDING WEALTH

Comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by Equity Trust 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 workshop with the knowledge to formulate and implement alternative investing into their financial plan.

- Participate ​in ​one ​full ​day ​of ​content ​rich ​education ​geared ​towards ​novice ​and ​experienced ​investors

- Interact ​with ​like-minded ​investors ​through ​formal ​and ​informal ​networking ​sessions 

- Gain ​insightful ​knowledge ​and ​tips ​from ​leading ​educators ​in ​the ​real ​estate ​industry 

- Learn ​from ​​investors ​in ​your ​market ​as ​they ​share ​how ​they ​are ​using ​their ​IRA ​to ​rehab ​homes, ​invest ​in ​rental ​properties, ​wholesale ​properties, ​purchase ​real ​estate ​secured ​notes, ​invest ​in ​tax-liens ​and ​much ​more 

Our ​education ​specialists ​will ​lead ​you ​through ​interactive ​self-directed ​IRA ​educational ​sessions ​revealing ​concepts ​and ​techniques ​geared ​toward ​your ​experience ​level. 


FAQs

Do I have to bring my printed ticket to the event?

No, you do not need to bring your printed ticket to the event.


What is the dress code?

Business casual.


Do I have to pay to park?

No, self-parking is available at the venue.


Is lunch provided?

Yes, lunch will be provided as part of the program.

Equity Trust Company 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.

Registration:  8:-8:30 a.m.

Workshop:  8:30-5:00.  Lunch included.  (vegan special requests much be received by 10/01/19 at ExecutiveDirector@cireia.club)

PHP Credits:  2 core finance, 1 core contract law, 1 core management, 2 elective creative finance


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