6:00 Registration and Networking

6:30 Understanding Hard Money with Todd Ball

7:15 Buy-Sell-Trade

7:45 Equity Trust

Alternative Asset Investing: Leveraging Self-Directed IRAs

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. 

John 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!

John Bowens, Equity University’s National Educational Specialist, has clearly mastered the topic of Self-Directed IRA/401(k) investing. Personally mentored by Dick Desich, John has crafted a compelling one-day workshop that incorporates real world case studies and current market focused applications that excites, energizes, and truly engages audiences.