Event Calendar
Prev MonthPrev Month Next MonthNext Month
Equity Trust Full-Day Event
Sheraton Hotel in Bellevue - Snoqualmie Ballroom
100 112th AVE NE
Bellevue, Washington 98004
Saturday, April 28, 2018, 8:30 AM - 5:00 PM PDT
Category: Events

Where: Sheraton Hotel in Bellevue
When: Saturday, April 28, 2018
Time: 8:30am - 5:00pm
(doors open at 7:30am)

 

 

 

 

 

Use code " reaps " at  checkout to save $20

Register
 
Agenda
7:30 – 8:30 AM
Registration
 
8:30 - 9:30 AM
Welcome | Overview | Self-Directed IRA Foundations
 
9:45 AM – Noon
Breakout Sessions

NOVICE TRACK

EXPERIENCED TRACK

  • Traditional vs. Roth IRAs
  • The Roth Conversion
  • Alternative Investment Case Studies
  • Financing Options
  • IRA Rules & Regulations
  • Inspiring Client Stories
  • Getting Started
  • Traditional, Roth, & Small Business Accounts
  • Roth Conversions “Back Door IRA
  • Alternative Investment Case Studies
  • Advanced IRA Concepts (UBIT, entities, etc.)
  • IRA Rules & Regulations
  • Multiple IRA Investing
  • Inspiring Client Stories
   

Noon – 1:00 PM

Lunch *** on your own

 

1:00 – 1:30 PM

Local Investor Insights with [INSERT REIA NAME]

 

1:30 – 2:15 PM

Small Dollar Investing | Healthcare | Education

 

2:15 – 3:00 PM

Speed Networking

 

3:15-4:00 PM

Equity Trust Client Panel

 

4:00-5:00 PM

Tax-Free Blueprint | Q&A | Closing Remarks

 

W O R K S H O P    C O N C L U D E S

Use code " reaps " at  checkout to save $20

Register