August is upon us and here at NOREIA we have a great line up for our next meeting on Thursday, August 18th. Our speaker will be Michael Cozart from Equity Trust, and he will give us some insights for self-directed IRAs in which he will continue with an in-depth seminar on Saturday, August 20th.
Our Thursday meeting will be at the Sheraton Metairie across from the Galleria while the Saturday Seminar will be at the Marriott Courtyard located next to the Galleria.
Please see below for information about this amazing educational opportunity. And don't forget to sign up for the informative seminar which will be held on August 20th, 2016. Click here to register. PLEASE NOTE THAT THE PRICE FOR MEMBERS IS $40.00 AND $50.00 FOR GUESTS. What a deal!
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. f
Michael 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!
Equity Trust: A Leading Provider of Self-Directed IRAs
About Equity Trust Company
Equity Trust Company, a passive custodian with its corporate headquarters in Greater Cleveland, Ohio 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 take control of their financial future by providing education and administration services related to self-directed retirement accounts.
Equity Trust Company
National Education Specialist
Michael Cozart, Senior Account Executive encompasses a dynamic background in finance, sales, and public speaking. Michael’s entrepreneurial spirit and passion for elevating the client experience and has led him to educate audiences about the tax advantages of self-directed IRAs. Michael, along with the entire Business Development Team, has taken the company to just over $12 billion in plan assets. Additionally, Michael frequently appears as a guest at real estate investing seminars and expos.
Our next meeting will be Thursday, August 18th, 2016 at the Sheraton Metairie across from the Galleria on the second floor. We will have a Saturday seminar on August 20th at Marriott Courtyard next store to the Galleria.
Check in/registration for the meeting starts at 6:15 p.m. You can also register online. Click Here.
Meeting starts at 6:45 p.m.
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