Alamo Real Estate Investors Association

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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

Embassy Suites by Hilton NW
7750 Briaridge Dr
San Antonio, TX 78230
Alamo REIA Presents Equity Trust coming for a 1 Day Workshop in September.
Self Directed IRA's and using them to invest in Real Estate

There will be some early bird specials....hint hint.
  • 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.  

 

Early Bird Special Pricing...
Up To 9/5/2019
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
Sept
14

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

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Alamo Real Estate Investors Association

PO Box 15872
San Antonio, TX 78212
(210) 732-7500

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