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Equity Trust Wealth Building Summit

with... Equity Trust Company

Build your wealth with self-directed IRA investing

Saturday, June 16, 2018

Best Western Premiere
1005 S Moorland Road
Brookfield, WI 53005



National REIA partner, Equity Trust Company, will be offering this full day educational summit which will teach you how to grow your investing profits in a tax-advantaged environment, the ability to diversify your retirement investing with real estate, and how these IRAs will give you additional source of capital for investing. Equity Trust has over 35 years in the self-directed IRA industry with over $25 billion in funds under their management. This one day seminar will allow you to:

  • 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 experts in the real estate industry
  • Learn from the most successful 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

Breakout sessions will feature two tracks, one for beginners and one for the more experienced investors:


  • Traditional vs Roth IRAs
  • Roth conversions
  • Alternative Investment Case Studies
  • Financing Options
  • IRA Rules & Regulations
  • Inspiring Client Stories
  • Getting Started


  • Traditional, Roth and Small Business Accounts
  • Roth Conversions "Back Door IRA"
  • Alternative Investment Case Studies
  • Advanced IRA Concepts (UBIT, entities, etc)
  • IRA Rules & Regulations
  • Multiple IRA Investing
  • Inspiring Client Stories

The Presenters

PRESENTER John Bowens John is the Sales Supervisor and Equity Trust National Education Specialist, and provides educational resources to real estate and alternative asset investors. He has developed an educational curriculum that delves deep into the lesser known aspects of IRA investment techniques. Personally mentored by Equity Trust founder Richard Desich Sr., John has crafted a compelling one-day workshop that incorporates real world case studies and current market-focused applications that excites, energizes, and truly engages audiences.
PREENTER Jessica Zientarski Jessica is a Senior Account Executive at Equity Trust Company, and 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.

The Schedule (subject to change)

8:00am Check-in begins
8:30-10:00am Opening Session | Overview | SDIRA Foundations
10:00am-12:30pm Breakout Sessions | Novice Track | Experienced Track
12:30-1:30pm Lunch (included in registration!) with extended Q&A
1:30pm Advantages of joining your local REIA
1:45pm-2:30pm Local Equity Trust Client Panel
2:30-3:30pm Speed Networking
3:30-4:15pm Client Stories & Case Studies
4:15-5:00pm Tax-Free Blueprint | Q&A | Closing Remarks


Members w/Guest:
Non-Members w/Guest:

Date: Saturday, June 16, 2018
Time: 8:30 AM - 5:00 PM

Best Western Premiere
1005 S Moorland Road
Brookfield, WI 53005

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Contact Us

Milwaukee Real Estate Investors Association
  • (414) 949-7342
  • 12660 W. North Ave
  • BrookfieldWI  53005

Proud Chapter of National REIA


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