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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 will offer a comprehensive self-directed IRA/401(k) educational presentation,
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.
You’ll have the opportunity to leave this training with the knowledge to incorporate alternative investing into your financial plan.