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Equity Trust: Wealth Building Workshop

with... John Bowens

This Saturday workshop by Equity Trust is a continuation of Thursday's presentation. Click on "Register Now" below to book your spot on Equity Trust's website. Use promo code to receive 50% off registration: WBW50

Saturday, March 03, 2018

Double Tree Hotel - Lloyd Center
1000 NE Multnomah St
Portland, OR 97232

Use promo code WBW50 to save 50%

 

Agenda
7:30 – 8:30 AM
Registration 
8:30 - 9:30 AM
Welcome | Overview | Self-Directed IRA Foundations
9:45 AM – Noon
Breakout Sessions

NOVICE TRACK

EXPERIENCED TRACK

·         Traditional vs. Roth IRAs

·         Traditional, Roth, & Small Business Accounts

·         The Roth Conversion

·         Roth Conversions “Back Door IRA”

·         Alternative Investment Case Studies

·         Alternative Investment Case Studies

·         Financing Options

·         Advanced IRA Concepts (UBIT, entities, etc.)

·         IRA Rules & Regulations

·         IRA Rules & Regulations

·         Inspiring Client Stories

·         Multiple IRA Investing

·         Getting Started

·         Inspiring Client Stories

Noon – 1:00 PM
Lunch *** on your own
 
1:00 – 1:30 PM
Local Investor Insights with Northwest REIA
 
1:30 – 2:15 PM
Small Dollar Investing | Healthcare | Education
 
2:15 – 3:00 PM
Speed Networking
 
3:15-4:00 PM
Equity Trust Client Panel
 
4:00-5:00 PM
Tax-Free Blueprint | Q&A | Closing Remarks
 
W O R K S H O P    C O N C L U D E S

Date: Saturday, March 03, 2018
Time: 8:30 AM - 5:00 PM

Location:
Double Tree Hotel - Lloyd Center
1000 NE Multnomah St
Portland, OR 97232

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Northwest Real Estate Investors Association

15532 SW Pacific Hwy, C1B PMB 312
Tigard, OR 97224
(503) 482-6955

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