Charleston REIA presents: Equity Trust
Learn more about self-directed IRA and how to be a private investor and how to find private money with our guest speaker Michael Cozart.
Michael Cozart, Senior Account Executive, encompasses a dynamic background in finance, marketing, and public speaking. Michael’s entrepreneurial spirit and passion for elevating the client experience has led him to travel nationwide educating audiences about the tax advantages of self-directed IRAs.
Equity Trust is A Leading Provider of Self-Directed IRAs
Equity Trust Company, with its corporate headquarters in Greater Cleveland, Ohio and operations in Sioux Falls, South Dakota, is at the forefront of the self-directed retirement plan industry. The Company specializes in the custody of alternative assets in self-directed IRAs, Coverdell Education Accounts, Health Savings Accounts and qualified business retirement plans. Along with its affiliates, Equity Trust Company provides services to more than 130,000 individuals and businesses nationwide with $12 billion in assets under custody. Since 1974, the company and its affiliates have helped investors make tax-free profits through education, innovation, and a commitment to understanding individual needs. Visit TrustETC.com for more information.
Alternative Asset Investing: Leveraging Self-Directed IRAs
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.
Shane offers a comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by Equity Trust’s 130,000+ clients. The strategies discussed will demonstrate methods to potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investment assets. 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!
When: March 5, 2015 at 5:30 PM
Where: Embassy Suites North Charleston – Airport/Hotel and Convention Center,5055 International Blvd, North Charleston, SC