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Equity Trust Wealth Building Workshop in Partnership with BREIA & MD-REIA
February 8 @ 7:30 AM - 4:30 PM
Equity Trust Wealth Building Workshop in Partnership with BREIA & MD REIA
Michael Cozart, National Education Specialist and Manager, Retail Sales encompasses a dynamic background in finance, investing, and public speaking. His entrepreneurial spirit and passion for elevating the client experience has led him to educate audiences about the tax advantages of self-directed IRAs. He has assisted thousands of investors with their start in self-directed investing, empowering them to take control of their retirement, healthcare, and education savings. Michael frequently appears as a guest at real estate investing seminars and expos.
At This All Day Workshop You Will Learn The Following:
You’re invited to a 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.
Who is Equity Trust?
Equity Trust is a financial services company, headquartered in Westlake, Ohio that enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. They offer tax-advantaged, self-directed investment accounts that appeal to entrepreneurial investors who want to take control of their wealth. Equity Trust offers clients a robust account management system and wealth-building education, which enables them to grow their knowledge and complete transactions with ease. Visit http://www.TrustETC.com for more information.
We look forward to seeing you there! Limited Seats and Lunch Provided!
Members: $29 Non-Members: $49