Sharon Lee Fernandez 1976 - 2022Remembering SharonAfter announcements at our March meeting we will have a few moments of sharing memories of working with a very special person who was taken from us prematurely. After a few remarks we will break into a time of visiting and remembrance before coming back together and resuming our business.
For those interested in funeral arrangements, services will be held at the MeadowLawn Funeral Home at 5611 W. Houston St, San Antonio, TX 78220.
- Dinner & Networking - Doors open for Dinner & Networking at 6:00 pm. So, come early, Bring Business Cards & Guests are always welcome!! We will have a food truck outside the main entrance for you should you choose to get dinner!
- Announcements - The latest news, happenings, and upcoming events with Alamo REIA
- Haves & Wants - Do you have something you are looking to get rid of, barter, or is there something specific you are looking for?
- Tip of the Month - One of our experts will deliver a tip of the month that can contribute to your success!
Main Event:
Kent Kinzer - Equity Trust Company
Presentation:
Self-Directed IRA/Solo 401(k) Mastery Class Introduction
Self-Directed IRA/401(k) investing, although widely misunderstood and underutilized, allows investors to architect a diversification strategy with assets often not found in traditional asset allocation models. Assets including, but not limited to, real estate, mortgage notes and trust deeds, small businesses, joint ventures, private equity, and precious metals.
Kent offers a comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by Equity Trust’s clients. The tactics discussed will demonstrate methods to potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investment assets through tax-advantaged retirement accounts. Attendees have the opportunity to leave this training with the knowledge and guidance to formulate and implement alternative investing into their financial plan. We look forward to seeing you there!
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Kent Kinzer, Business Development Sr. Manager for Equity Trust, provides educational resources to real estate and alternative asset investors. Through years of experience working with self-directed IRA investors and holding positions in contracting, operations and building management, Kent has developed an educational curriculum that delves deep into the lesser known aspects of IRA investment techniques. Kent, along with the entire Business Development team, has taken Equity Trust to over 213,000 clients and $34 billion in plan assets. Additionally, Kent heads up REIA relationships and strategic partnerships for Equity Trust. He is a frequently guest speaker at real estate investing seminars and expos across the country.
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Equity Trust: A Leading Provider of Self-Directed IRAs
About Equity Trust Company |
Proud Sponsor of the National REIA! |
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Equity Trust is a financial services company, headquartered in Cleveland, Ohio that enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust is a leading provider of self-directed IRA services with over 213,000 clients and $34 billion in assets under custody and administration (8/31/2021). Our tax-advantaged, self-directed investment accounts appeal to entrepreneurial investors who want to take control of their wealth. We offer clients a robust account management system, online investor community and wealth-building education, which enable them to grow their knowledge and complete transactions with ease. Visit http://www.TrustETC.com for more information.
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Alamo REIA is a community of seasoned and new investors that meet several times a month to network, share information, leads, contacts, and yes, even money while helping each other learn more about the wonderful world of real estate investing.
AlamoREIA is Houston & San Antonio's chapter of the National REIA, and with that, our members get huge rebates & discounts with local and national vendors.
Just some of the AMAZING things we do at our online meetings:
Market Update!
Learn what is happening in the local marketplace. Where are the HOT properties to buy now! Get the information you need to see what real estate strategy is going to work for you.
Legislative Updates
Get updates on what is happening in the legislation that may impact you in real-estate.
Haves & Wants!
Great opportunity to post properties and check those that are for sale, as well as find lenders, partners, plumbers, electricians, etc.
Tip of the Month with Local Experts!
We have our local experts that will stop by and give free tips and tricks on how to help increase your bottom line!
Case Studies!
Learn from your fellow members. See how they did on their deals from beginning to end and what lessons were learned, the good, the bad, and the ugly!
Please Pre-Register for this meeting!