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Wealth Building Lab

with... John Bowens

Join us for this special 2 day workshop with Equity Trust!

March 16 thru March 17, 2024 8:30 AM - 5:00 PM
Sonesta Milwaukee West
10499 W Innovation Dr Wauwatosa, WI 53226

  

 

Discover how to unlock more real estate funding and reduce or
eliminate taxes on your profits. 

A comprehensive self-directed IRA mastery class, providing useful tools, resources, and insights into the methods used by Equity Trust clients. The strategies 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. 

Here's what you can expect:

  • Deep dives into the Self Directed Solo 401k, Roth IRA and converting pre-tax money into post tax Roth IRAs
  • Learn how self-directed investors grow a small balance IRA quickly
  • Private money lending with a self-directed IRA, and how you can partner multiple accounts for lending
  • IRA Rules and Partnerships (How to partner multiple accounts and money sources together)

  

"John was very concise. Gave a lot of great information. This involves a lot of information that is not the most entertaining yet kept us all connected & interactive. Jokes weren't as bad as he claimed."
- Gabrielle L.

 

 

 You'll have the opportunity to leave this course with the knowledge to formulate and implement alternative investing into your financial plan.

  

Meet John Bowens!


John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry. As Director, Head of Education and Investor Success at Equity Trust Company, John draws from his 20 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 60,000 investors during more than 400 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what investors know best. In addition to thought leadership in the industry, John has also directed teams in both the front-office and back-office operations with Equity Trust, focusing on the custody of various alternative assets, including but not limited to, real estate, notes, private equity, precious metals, and much more.

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, including the Rich Dad Radio Show.

He received his bachelor’s degree in Finance from Ohio University. John’s holds the Certified IRA Services Professional (CISP) designation through the American Bankers Association.

 

 

 

Agenda - Saturday


8:00 am - Registration Opens
9:00 am - Workshop Begins Coffee and pastries provided
12:30 pm - 1:30 pm - Break for Lunch (on own)
1:30 pm  - Workshop Resumes
5:00 pm - Workshop Ends

Agenda - Sunday


8:00 am - Registration Opens
9:00 am - Workshop Begins Coffee and pastries provided
1:00 pm - Workshop Ends

 

 


Members:
$39.00
Non-Members:
$39.00

Members w/Guest:
$40.00
Non-Members w/Guest:
$78.00

Early Bird Special Pricing...

Today

Members: $39.00 -- Non-Members: $39.00


3/1/2024 to 3/12/2024

Members: $49.00 -- Non-Members: $49.00


Regular Price

Members: $99.00 -- Non-Members: $99.00



This event is limited to the first 50 people.

Date:  March 16 thru March 17, 2024
Time:  8:30 AM - 5:00 PM

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

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(414) 949-7342

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