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
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EXPERIENCED TRACK
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· Traditional vs. Roth IRAs
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· 7 Tax-Exempt Accounts
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· The Roth Conversion
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· Roth Conversions “Back Door IRA”
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· Alternative Investment Case Studies
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· Alternative Investment Case Studies
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· Financing Options
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· Financing Options – 3 advanced methods
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· IRA Rules & Regulations
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· IRA Rules & Regulations
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· Inspiring Client Success Stories
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· Multiple IRA Investing
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· Getting Started
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· Inspiring Client Success Stories
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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