|
Friday February 27th-Saturday February 28th
The Westin Great Southern Columbus
310 South High Street
Columbus, OH 43215
The Beyond Wall Street Alternative Wealth Workshop
Presented by Equity Trust Company
Think you’re using your self-directed IRA to its highest potential
Equity Trust Company is hosting a live, in-person Beyond Wall Street: Alternative Wealth Workshop in Columbus, and COREE members get $100 off. This two-day educational experience is designed to help you get more out of your Equity Trust retirement account.
This workshop takes place February 27–28, 2026 in Columbus, Ohio and is built for investors who want to connect with others while learning new ways to invest within tax-advantaged accounts.
During this workshop, you will learn:
- The similarities and differences between a self-directed Traditional IRA, Roth IRA, Solo 401k Plan, and HSA to help you decide which one is right for you
- What it takes to invest in alternative assets, including real estate, private lending, cryptocurrency, and more, in a self-directed retirement account
- How you can obtain financing using IRA Power Loans to acquire new property or additional properties
- How to access additional platforms with your self-directed IRA, including the Wealthbridge and Brokerage platforms
- Tax advantages available to small business owners and self-employed individuals using a Solo 401(k)
Also included with your ticket:
- Breakfast both days and lunch on Friday
- Light happy hour during the Friday evening social session
- Event workbook and materials
- 4 hours of networking opportunities with other investors and financial professionals
Seats are limited for this in-person workshop. Register today to secure your spot and learn ways to build lasting retirement wealth.
COREE members: use the coupon code COREE, and pay just $97 to attend—that’s $100 off!
REGISTER NOW
P.S. A discounted hotel block is available at The Westin Great Southern Columbus. Rooms must be booked by February 26, 2026.
|