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Equity Trust - 1 Day Workshop on using your Self Directed IRA's in Real Estate

with... Kent Kinzer

1 Day Workshop on Self Directed IRA's and using them to invest in Real Estate.

Saturday, September 14, 2019

8:30 AM - 5:00 PM

Embassy Suites by Hilton NW
7750 Briaridge Dr
San Antonio, TX 78230
Alamo REIA Presents Equity Trust coming for a 1 Day Workshop  September 14, 2019 
Registration: 8:00 AM 
Workshop Begins: 8:30 AM
Lunch will be provided 
Self Directed IRA's and using them to invest in Real Estate

  • Deep dive into the 7 tax-advantaged accounts
  • Client case studies are used to illustrate how Equity Trust clients are using each account
  • Understanding tax-free accounts.    
  • Moving funds into tax-free growth accounts
  • Single family, multi-family and commercial property investments
  • Joining multiple accounts together for larger investments
  • Understanding UBIT and UDIF and how to mitigate
  • Inherited IRAs
  • Local client panel—hear from local Equity Trust clients and get idea on what is working locally
  • ****Working lunch (lunch is provided)—bring your current deals to whiteboard how to maximize savings
  • Real Estate Joint Ventures—how to form with small dollar investments
  • Growing small dollar accounts


At the September 14th workshop, Jessica Zientarski, Sr. Account Executive will be available to meet with attendees one-on-one to answer their specific questions.  



Members w/Guest:
Non-Members w/Guest:

Early Bird Special Pricing...
Up To 9/12/2019
Members: $47.00 -- Non-Members: $67.00

Regular Price
Members: $67.00 -- Non-Members: $87.00

Date:  Saturday, September 14, 2019
Time:  8:30 AM - 5:00 PM

Embassy Suites by Hilton NW
7750 Briaridge Dr
San Antonio, TX 78230

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Alamo Real Estate Investors Association

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(210) 732-7500

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