Greater Dayton Real Estate Investors Association

A non-profit association supporting local real estate investors, landlords and entrepreneurs

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Wealth Building Workshop

with...  John Bowen

TBA

Saturday, August 05, 2017

Dayton Area Board of Realtors
1515 S Main St
Dayton, OH

Wealth Building Workshop Agenda

7:30 – 8:30 AM

Registration

8:30 - 9:30 AM

Welcome | Overview | Self-Directed IRA Foundations

9:45 AM – Noon

NOVICE TRACK

EXPERIENCED TRACK

·         Traditional vs. Roth IRAs

·         7 Tax-Exempt Accounts

·         The Roth Conversion

·         Roth Conversions “Back Door IRA”

·         Alternative Investment Case Studies

·         Alternative Investment Case Studies

·         Financing Options

·         Financing Options – 3 advanced methods

·         IRA Rules & Regulations

·         IRA Rules & Regulations

·         Inspiring Client Success Stories

·         Multiple IRA Investing

·         Getting Started

·         Inspiring Client Success Stories

                                                                                                                                              

Noon – 1:00 PM

Lunch *** On your own

1:00 – 1:45 PM

Local Investor Showcase—Meet your local REIA

2:00 – 3:00 PM

Speed Networking

3:00 – 4:00 PM

Equity Trust Clients’ Success Stories & Case Studies

4:00 – 5:00 PM

Tax-FREE Blueprint | Q&A  |  Meet the Equity Trust Staff


Members:
$79.00
Non-Members:
$79.00



Members w/Guest:
$79.00
Non-Members w/Guest:
$79.00

Early Bird Special Pricing...
Up To 8/1/2017
Members: $69.00 -- Non-Members: $69.00

Regular Price
Members: $79.00 -- Non-Members: $79.00


Date: Saturday, August 05, 2017
Time: 8:30 AM - 5:00 PM

Location:
Dayton Area Board of Realtors
1515 S Main St
Dayton, OH

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