Online Zoom Call or Attend Locally
Event Date:
03/08/2022
Start Time:
6:30 pm EST
End Time:
9:30 pm EST
Topic:
IRA Self Directed – Equity Trust
“Know the NEW govt Regs on Self-Directed IRAs…
PLUS New Investor Strategies”
Attend In-Person at Knights of Columbus
4256 Secor Rd. | Toledo, Ohio, 43623
Click Here for Map & Directions
Attend Online with Zoom:
> Click here To Attend Online <
Kent Kinzer
Equity Trust Company
National Business Development Sr. Manager
k.kinzer@trustetc.com
888-382-4727 x7330
Kent Kinzer, Business Development Sr. Manager 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, Kent has developed an educational curriculum that delves deep into the lesser known aspects of IRA investment techniques. Kent, along with the entire Business Development team, has taken Equity Trust to over 213,000 clients and $34 billion in plan assets. Additionally, Kent heads up REIA relationships and strategic partnerships for Equity Trust. He is a frequently guest speaker at real estate investing seminars and expos across the country.
Presentation:
Self-Directed IRA/Solo 401(k) Mastery Class Introduction
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.
Kent offers a comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by Equity Trust’s 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 training with the knowledge and guidance to formulate and implement alternative investing into their financial plan. We look forward to seeing you there!
Equity Trust: A Leading Provider of Self-Directed IRAs
About Equity Trust Company
Equity Trust is a financial services company, headquartered in Cleveland, Ohio that enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust is a leading provider of self-directed IRA services with over 213,000 clients and $34 billion in assets under custody and administration (8/31/2021). Our tax-advantaged, self-directed investment accounts appeal to entrepreneurial investors who want to take control of their wealth. We offer clients a robust account management system, online investor community and wealth-building education, which enable them to grow their knowledge and complete transactions with ease. Visit http://www.TrustETC.com for more information.