Kent Kinzer from Equity Trust will speak about "Leveraging Self-Directed IRAs"
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
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
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 Hotel375 S. Moorland RoadBrookfield, WI 53005
How to Attend
Click on the button below to register if you would like to attend.
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