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Biannual Workshop - Wealth Building Workshop w/ Equity Trust

with... Multiple Speaker(s)

A full day of interactive self-directed IRA educational sessions

Saturday, April 27, 2019

SLCC, Miller Campus, MFEC #203
9750 South 300 West
Sandy, UT 84070

A self-directed IRA is a tax-advantaged retirement account that offers the following benefits:

  1. With a self-directed IRA, you can take control of your financial future
  2. Self-directed IRAs allow you to invest beyond the stock market with more investment options
  3. Self-directed IRAs can provide tax advantages
  4. Self-directed IRAs can serve as an untapped source of investment capital with the potential to positively impact communities
  5. Self-directed IRAs can be used to create a tax-advantaged legacy for your family, loved ones or charity

Equity University, the educational affiliate of Equity Trust, along with Utah REIA is hosting an all-day Biannual Workshop focused on building wealth using self-directed IRAs.  At this event, attendees will:

  • Enjoy 8 powerful hours of content-rich education geared to all levels of investors
  • Hear from local investors how they are using self-directed IRAs to build wealth during panel discussions
  • Have the opportunity to network with like-minded investors
  • Learn the details on all self-directed IRA accounts including Traditional, Roth and Small Business accounts, plus a review of IRA rules and regulations
  • Plus, much more including advanced topics such as Roth conversions, UBIT, entities, and bonus education you can take home with you ($600+ value)

About the presenters:

John Bowens, National Education Specialist, Equity Trust - John Bowens, National Education Specialist for Equity Trust, provides educational resources to real estate and alternative asset investors. Through years of experience working with self-directed IRA investors and holding positions in contracting, operations and building management, John has developed an educational curriculum that delves deep into the lesser known aspects of IRA investment techniques. Additionally, John has authored columns in Personal Real Estate Investor Magazine and frequently appears as a guest speaker on radio talk shows and at real estate investing seminars and expos.

Jessica Zientarski, Senior Account Executive, Equity Trust - Jessica Zientarski, Senior Account Executive at Equity Trust Company, educates investors about the benefits of self-directed IRAs and other alternative investments, both in the office and at educational events nationwide. Prior to her tenure with Equity Trust, Jessica managed different aspects of the hospitality, sales, and media production industries.

Lunch is provided.

Cost:

  • Platinum and Vendor Members:  Free! ($ amount due will zero out upon pre-registration).
  • Regular Members:  $49 through March 31st; $69 from April 1st through April 26th; $89 day of event.
  • Non-Members:  $69 through March 31st; $89 from April 1st through April 26th; $109 day of event.

Want to Bring a Friend?  Certain ticket purchases will allow one to register with a guest for an additional $20.

To Pre-Register:  Click the blue "Register Now!" button and check out

Questions?  Contact Rebecca Dearing by calling/texting (801) 647-8862 or by sending an e-mail to rebecca@utahreia.org 


Members:
$89.00
Non-Members:
$109.00


Members w/Guest:
$109.00
Non-Members w/Guest:
$129.00

Early Bird Special Pricing...
Up To 3/31/2019
Members: $49.00 -- Non-Members: $69.00

4/1/2019 to 4/26/2019
Members: $69.00 -- Non-Members: $89.00

Regular Price
Members: $89.00 -- Non-Members: $109.00


Date: Saturday, April 27, 2019
Time: 8:30 AM - 5:00 PM
Apr
27

Location:
SLCC, Miller Campus, MFEC #203
9750 South 300 West
Sandy, UT 84070

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Utah Real Estate Investors Association
  • (801) 810-4385
  • P.O. Box 1168
  • West Jordan, UT 84088

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