$99 – $148

Wealth Building Workshop Milwaukee

Event Information

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Location

Location

Best Western Premier

1005 S Moorland Road

Brookfield, WI 53005

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Refund Policy

Refund Policy

Refunds up to 30 days before event

Event description

Description

You're invited to a comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by Equity Trust 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 workshop with the knowledge to formulate and implement alternative investing into their financial plan.

- Participate ​in ​one ​full ​day ​of ​content ​rich ​education ​geared ​towards ​novice ​and ​experienced ​investors

- Interact ​with ​like-minded ​investors ​through ​formal ​and ​informal ​networking ​sessions

- Gain ​insightful ​knowledge ​and ​tips ​from ​leading ​educators ​in ​the ​real ​estate ​industry

- Learn ​from ​​investors ​in ​your ​market ​as ​they ​share ​how ​they ​are ​using ​their ​IRA ​to ​rehab ​homes, ​invest ​in ​rental ​properties, ​wholesale ​properties, ​purchase ​real ​estate ​secured ​notes, ​invest ​in ​tax-liens ​and ​much ​more

Our ​education ​specialists ​will ​lead ​you ​through ​interactive ​self-directed ​IRA ​educational ​sessions ​revealing ​concepts ​and ​techniques ​geared ​toward ​your ​experience ​level.




FAQs

What's the refund policy?

Written request must be submitted at least 30 days prior to event date. Refund request can be submitted to events@trustetc.com


Do I have to bring my printed ticket to the event?

You do not need to bring your printed ticket to the event.


What is the dress code?

Business casual.


Do I have to pay to park?

No, there's plenty of free parking at the venue.




Equity Trust is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

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Date and Time

Location

Best Western Premier

1005 S Moorland Road

Brookfield, WI 53005

View Map

Refund Policy

Refunds up to 30 days before event

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