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Monthly Meeting: Tax-Free Account Focused Investing

with... John Bowens

Leveraging Financial Friends and Loans to Grow a Small Dollar Account.

Tuesday, March 12, 2024 6:00 PM - 9:00 PM
Sonesta Milwaukee West
10499 W Innovation Dr Wauwatosa, WI 53226

TAX-DEFERRED INVESTING CAN BE BENEFICIAL FOR RETIREMENT, BUT WHAT'S BETTER IS TAX-FREE WEALTH ACCUMULATION AND PRESERVATION.


You already know that the sooner you get an account, and start using it, the more money you'll have to enjoy in retirement, so learn exactly which account (and it may be more than one!) fits your needs and situation. 

John will cover:

  • Case studies of how investors are leveraging financial friends and loans to grow a smaller balance Roth IRA, HSA or CESA in a significant way
  • How to partner multiple accounts together within an LLC or Investing Trust
  • How to streamline investing with your tax-free accounts
 

Plus- answer questions your CPA might not be able to answer,
or that the internet may have given you the WRONG answer to!

 


Share your haves & wants!

Do you have a property for sale? Are you looking for a contractor or lender? Come share what you have and ask for what you want. This is your opportunity to connect with vendors or other members that may have the solution to what you are looking for.





Contractor Corner is BACK!

The contractor corner makes a return this month! Bring any type of General Contractor, Electrician, HVAC, Flooring, etc. located in the Milwaukee Area. 

Everyone that participates will receive a copy of the ENTIRE list of contractors. Plus - one lucky winner will walk away with a brand new 55" TV!

    

About John Bowens

 John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry, partly due to his unique ability to take a complex issue and break it down into simple-to-understand terms. Currently a Senior Manager at IRA custodian Equity Trust Company, John draws from his 15 years in the real estate industry and his experience as an active real estate investor. In his travels across the U.S. and virtually, he has trained nearly 60,000 investors during more than 350 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what you know best.         

John contributed to the book “Self-Directed IRAs: Building Retirement Wealth Through Alternative Investing” with Equity Trust Company Founder Richard Desich, Sr., and has appeared on several national real estate and finance-related radio shows.

He received his bachelor’s degree in Finance from Ohio University.

 

 

Meeting Agenda

6:00–6:30 Mini Vendor Tradeshow + Networking

6:30–7:15 Member Haves & Wants

7:15–7:30 Raffle & Final Announcements

7:30–9:00 Featured Speaker

Location

Sonesta Milwaukee West
10499 W Innovation Dr
Wauwatosa, WI 53226

How to Attend

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


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Members:
Free
Non-Members:
$30.00
Get 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, March 12, 2024
Time:  6:00 PM - 9:00 PM

Location:
Sonesta Milwaukee West
10499 W Innovation Dr
Wauwatosa, WI 53226

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