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Monthly Meeting: Alternative Asset Investing

with... Kent Kinzer

Kent Kinzer from Equity Trust will speak about "Leveraging Self-Directed IRAs"

Tuesday, October 12, 2021 6:00 PM - 9:00 PM
The Sheraton Brookfield
375 South Moorland Road Brookfield, WI 53005

 

 

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
  • Insights 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 training with the knowledge and guidance to formulate and implement alternative investing into their financial plan








Share your haves & wants!

Do you have a property for sale? Are you looking for a reputable contractor to work with?

Come share what you have and ask for what you want at our next meeting. This is your opportunity to connect with vendors or other members that may have the solution to what you are looking for.




  


About Our Guest Speaker

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 181,000 clients and $30.1 billion in plan assets.  Additionally, Kent heads up REIA relationships and strategic partnerships for Equity Trust.  He is a frequent guest speaker at real estate investing seminars and expos across the country.

 

 Sign up now if you'd like to learn how to leverage your alternative investing strategy!

 


Meeting Agenda

5:30–6:00 Check-in

6:00–6:30 Networking

6:30–7:30 Vendor Spotlights & Members Haves/Wants

7:30–9:00 Guest Speaker Presentation 

Location

Sheraton Milwaukee Brookfield Hotel
375 S. Moorland Road
Brookfield, WI 53005

How to Attend

Click on the button below to register if you would like to attend.

 

  


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  • Please, Login before Pre-Registering
Members:
Free
Non-Members:
$30.00
Print a FREE Guest Pass

Never been to a meeting before? First Time Guests can attend their first meeting for Free with a complimentary Guest Pass.


Date:  Tuesday, October 12, 2021
Time:  6:00 PM - 9:00 PM

Location:
The Sheraton Brookfield
375 South Moorland Road
Brookfield, WI 53005

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