Equity Trust Wealth Building Workshop

with... Multiple Speaker(s)

Equity Trust self-directed investing experts spend a day showing you how to use retirement accounts to invest tax-free. There will be a novice track for new investors and an advanced track showcasing alternative investment case studies.

Saturday, September 30, 2017

U of L's Shelby Campus
450 N. Whittington Pkwy
Louisville, KY 40222

Don’t Let Opportunity Pass You By — Reserve Your Spot at Our Wealth-Building Workshop!

• Discover how investors have tapped into Self-Directed IRAs as a new funding source for investing
• Interact and network with like-minded investors as they share how they are using Self-Directed IRAS to build wealth
• Education geared to all levels of investors - select from Novice or Experienced tracks

Three representatives from Equity Trust will show you how to turbo-charge your retirement accounts using asset classes you already know.

Michael Cozart, Senior National Educational Specialist from Equity Trust, will be joined by two other advisers from Equity Trust -- John Bowens and Jessica Zientarski -- on Saturday, Sept. 30, at the University of Louisville's Shelbyhurst Campus for a regional gathering of Equity Trust clients. By attending, you'll be networking not just with other KREIA members, but with investors from surrounding states too!

Attendees on the novice track will get a general introduction to investing with self-directed IRAs, 401(k)s, and education and health savings accounts.

Attendees on the experienced track will get to review plenty of alternative investment case studies. They'll also be brought up-to-date on IRA rules and regulations, learn about advanced financing options, and get the scoop on Roth conversions ("back door IRAs").

Come and get your tax-free blueprint and start designing a retirement plan suited to your needs!

Register now!


Members w/Guest:
Non-Members w/Guest:
This event is limited to the first 125 people.

Date: Saturday, September 30, 2017
Time: 8:30 AM - 5:00 PM

U of L's Shelby Campus
450 N. Whittington Pkwy
Louisville, KY 40222

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