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