2013 Equity University Networking Conference

ChampionsGate, Florida
Thursday, September 19, 2013


2013 Equity University Networking Conference
Thursday, September 19, 2013 - Monday, September 23, 2013

Omni Orlando Resort at ChampionsGate
407-390-6664
1500 Masters Blvd.
ChampionsGate, Florida 33896
United States

Agenda

This year's event features prominent investment experts who will share their wealth-building strategies. Take advantage of networking with over 500 investors and experts in an action packed 5 days!

Here's a sneak peak at the 2013 Networking Conference agenda:

Thursday, September 19
Registration
The Secrets of Wholesaling
Spend the morning with the “Real Estate Goddess,” Vena Jones-Cox, and discover a real estate strategy that can reap potentially big profits and requires less of the cash and work than strategies such as real estate rehabs or rental properties.
Lunch
On your own
How to Protect Assets in your Self-Directed IRA
Want to keep creditors and the government fom taking the retirement money you’ve worked so hard to accumulate? Lee Phillips, a counselor to the U.S. Supreme Court and specialist in the area of asset protection, will reveal how you can make sure you keep more of what is yours.

Friday, September 20
Registration
Making Connections Breakfast
This continental breakfast, which includes structured networking, is only for the attendees who bought the Making Connections Package.
Exhibitor Marketplace Open
Welcome to the Equity University Networking Conference
Conference 101: Get all the details you need to make sure you get the most out of the event.
Inside the Self-Directed IRA Industry
Equity Trust CEO Jeff Desich shares the latest in successful self-directed IRA trends and gives you an inside look at what’s happening behind the doors of Equity Trust.
Keynote Address: Building Wealth Like a Pro with David Bach
Nationally recognized personal finance expert David Bach has written bestselling books and made numerous TV appearances sharing the secrets to gaining personal wealth; now he’s here to share these secrets from our stage.
Making Connections Lunch
Attendees who bought the Making Connections Package are invited to network over lunch.
The Investor of the Year: Strategies Revealed
Meet the 2012 Equity Trust Self-Directed Investor of the Year and Runner-Up and find out how they located and completed the successful deals that earned them their titles.
Newbies that Rock
Meet clients who haven’t had their Equity Trust self-directed IRAs for very long, but they’ve already completed profitable deals. Find out how they overcame apprehensions and jumped in to begin building wealth.
Self-Directed Millionaire Roundtable
This is your chance to hear from actual clients who have amassed at least $1 million in their self-directed IRA accounts. Equity Trust clients will share how they’ve made their millions.
Day 1 Recap and Speed Networking Primer
Review the important points of the day and get instructions for attending and making the most of the upcoming Speed Networking session.
Speed Networking
It’s like speed dating, but for attendees who want to network with other investors. Refer to your name badge to find your room assignment.
Buses to Downtown Disney
Enjoy a courtesy shuttle ride to the “grown-up” area of the Disney kingdom, which offers a variety of restaurants and entertainment venues. Dinner is on your own. Buses will run back and forth from the Omni until 10:00 PM.
Bonus Session: Real Estate Technology Simplified
Jason Palliser of REI Blackbook will provide a step-by-step tour of how a computer program can benefit your real estate investments, from finding properties to marketing real estate for sale.

Saturday, September 21
Making Connections Breakfast
This continental breakfast, which includes structured networking, is only for the attendees who bought the Making Connections Package.
Focus Group
Have your voice heard and help us serve you better. Stop by our focus group and provide your thoughts on how we can better help educate you about building wealth with self-directed IRAs.
Exhibitor Marketplace Open
Welcome to Equity University Networking Conference Day 2
Get a preview of the day’s sessions and get caught up with the latest announcements.
Hot Off the Presses: Real Estate Investing Trends
Bill Leider, CEO of Personal Real Estate Investor magazine publisher Nexzus Publishing, pulls from his unique viewpoint in the real estate investment world to share the very latest market intel.
Tax-Free Investings Insights from Chairman Dick Desich
One of the pioneers of self-directed IRA investing is making a rare appearance on our stage to share highly sought-after knowledge about the industry, gathered from nearly 40 years of successful investing and educating.
Turning Refurbished Homes into Profits
The “Queen of Rehab” Robyn Thompson takes examples from her experience buying, fixing and selling hundreds of homes to reveal how you can take a rehab house and turn it into profits for your IRA.
Making Connections Lunch
Attendees who bought the Making Connections Package are invited to network over lunch.
Afternoon Regroup
Get an overview of the afternoon breakout sessions to help you plan your personal agenda for the rest of the day.
How to Get Started with your First Real Estate Investment
If you’ve just opened a self-directed IRA or have never bought a piece of real estate, this session is for you. Dr. Ron Eccles will walk you through the entire process, from finding a property to signing the closing papers.
Self-Directed IRA Rules and Regulations
Being compliant with the law means you can keep more of your hard-earned savings. Don't get caught paying penalties or unnecessary taxes due to forgetting rules. Equity Trust CEO Jeff Desich will get you caught up on IRS rules so you can build wealth by the book - and keep more of that wealth.
Common Tax-Lien Investing Mistakes and How to Avoid Them
A panel of seasoned tax-lien investors can tell you from experience how to set out on the right path from the start and avoid potentially costly mistakes. Topics will include nuances of tax lien investing and how the laws may vary from state to state.
Beyond Retirement Saving: HSA Basics
You know that you can self-direct your retirement savings, but did you know you can save for healthcare-related expenses with self-directed investments too? Equity Trust clients share how they’ve successfully grown their Health Savings Accounts.
Notes A-Z – Part 1
Donna Bauer, known as “The Note Buyer,” has such a complete guide to note buying that we had to break it into two sessions! Get the education you need to successfully invest in notes, including how to find investors to lend to, how to find borrowers who have money to lend, how to perform the proper due diligence and how to negotiate terms.
Advanced Strategies for Tax Lien/Tax Deed Investment
This session was made for anyone who wants to take their tax lien investing to the next level. Ray Kaderli of Results Tax Lien Management and Coaching will go into detail about how to get even more out of tax lien auctions and will compare different methods of obtaining tax liens or tax deeds.
The Particulars about Private Stock
Charles Sidman will delve into the types of private entity you can invest in with your IRA and how to research potential investments before committing.
The Opportunity Buried in Raw Land
No building on a potential investment property? No problem, according to some of our successful clients who will share the strategies they use to make profits from undeveloped land.
Notes A-Z – Part 2
The continuation of Donna Bauer’s complete guide to getting into note buying.
Wealth Building Strategies with Turnkey Investing
Real estate acquisition specialist Tim Herriage has good news: You can make a profit on real estate investments and do less work! Find out what a turnkey company can mean for your investment, how to research turnkey companies and how to achieve an appropriate blend of cash flow and appreciation with turnkey investing.
How to Buy Tax Liens – Now! (Mock Auction)
Don’t just learn about them – live through a tax lien auction for yourself! Ray Kaderli and Crosby Woods will bring the experience to the conference so you can practice being a successful tax lien investor.
Non-Recourse Lending Made Simple
You can borrow money to help you make a self-directed investment. Get the straight facts about the loans in plain English from Matt Allen of North American Savings Bank and Roger St. Pierre of First Western Federal Savings Bank.
Speed Networking
It’s like speed dating, but for attendees who want to network with other investors. Refer to your name badge to find your room assignment.
Marketplace Reception (Cash Bar)
Client Appreciation Event
All attendees are invited to a relaxing social gathering under the stars. Kick back and enjoy a cash bar, appetizers, music and good company.

Sunday, September 22
Making Connections Breakfast
This continental breakfast, which includes structured networking, is only for the attendees who bought the Making Connections Package.
Exhibitor Marketplace Open
Welcome to Equity University Networking Conference Day 3
Get a preview of the day’s sessions and get caught up with the latest announcements.
The Real Story on REITs
The phrase “Real Estate Investment Trust” is everywhere these days as it becomes a popular way for investors to try to grow their wealth. What do you actually know about them? Industry experts will share all the details on REITs and discuss when they’re a good fit as an investment option.
The Human Aspect of Self-Directed Investing
One of the most essential pieces in finding and closing an investment is you. Dynamic info-tainer Joel Bauer is here to show you how you can maximize your profits by letting the vest version of “you” shine.
Making Connections Lunch
Attendees who bought the Making Connections Package are invited to network over lunch.
The Economics of Foreclosures
RealtyTrac Vice President Daren Blomquist shares the latest data his company has collected on distressed real estate, as well as how those numbers will affect your investments in the weeks and years ahead.
Winning Real Estate Acquisition Strategies
The first step to purchasing real estate depends on what type of acquisition you make. Jason Hartman of Platinum Real Estate will review the options that are out there and detail the most successful strategies in each type of real estate transaction.
You Invested in What With Your IRA?
You know that self-directed IRAs offer the flexibility to invest in a range of options, but you’ll be amazed to see what some of our clients have invested in! Broaden your horizons and consider all the possibilities as you listen to their wealth-building stories, which include everything from an ice rink to structured settlements.
Profiting from Probate Properties
One source for potential real estate bargains is the estate of a deceased homeowner, and it can be profitable if you know the special process that’s involved in buying them. Expert Ed Haines and successful client Gary Pallini will share their knowledge in this area and tell you what you need to know to successfully find and buy these properties.
Plot Your Exit Strategy
You’re ready to sell your investment property. Now what? Vena Jones-Cox, the “Real Estate Goddess,” has a plan. She’ll share the secrets of making the sale to the fullest potential possible.
Exploring the World of Futures, Foreign Exchange and Precious Metals
If you’re looking to diversity your portfolio beyond real estate or notes, this session is for you. We’ve brought in experts in the foreign exchange and precious metals industries to share the basics of breaking into these investment types.
Benefits of Rental Properties
You can generate passive income while you’re just holding onto an investment property. Industry experts will reveal how you can turn your real estate into a rental property and up your IRA profits.
Be Your Own Bank
Discover how to tap into the trillions of dollars that are out there in others people’s retirement accounts by learning how to borrow money from IRAs. Or learn to put your IRA money to use by lending it to others. This session covers it all.
Putting Your IRA to Work to Get More
Is some of your IRA money just sitting there, not doing anything? Is your IRA money invested, but you haven’t touched your child’s education savings account? A panel of successful clients will reveal how they’ve mastered multi-tasking with their retirement accounts, either by getting creative and investing it in multiple places, or by combining their families’ accounts to invest in something bigger.
Building Wealth Early: Children and Investing
The younger they begin investing, the more wealth your children could have when they’re older. Just take it from our client panel, which includes actual child investors and parents of children who are taking control of their future now by taking advantage of savings accounts for the younger generation.
Wholesale Real Estate Investing 101
Discover how to take a little bit of cash and turn it into big real estate profits for your IRA. An Industry expert on wholesaling will walk you through the basics of real estate wholesaling, which allows you to cash in on a property without the work of rehabbing or renting it out!
Small-Dollar, Big-Potential Mobile Home Investments
If you think you don’t have enough in your IRA to make any investments, you might not have considered mobile homes. Our panel of successful mobile home investors will tell you about the big profits they’ve made with little money down.
Networking Conference Wrap-up
We’ll provide one last push to keep the momentum going as you prepare to take everything you’ve learned and put it into practice! Make sure you stick around to catch any last-minute instructions or special announcements.

Monday, September 23
How Regular People Can Cash in on Foreclosures
Andy Heller of Regular Riches has successfully bought, rented and sold real estate for 18 years, and in this all-day workshop, he provides an intensive look at everything foreclosure investment-related, revealing how he has repeatedly profited big from these discounted, distressed properties.
Lunch
On your own
How Regular People Can Cash in on Foreclosures-Continued
CONFERENCE CONCLUDES

 

Contact Information

Payment Instructions

Privacy Policy | Legal | Copyright © 1995-2013 Equity Trust Company. All Rights Reserved

RegOnline® by Lanyon is the quick, easy and affordable online event registration and event management software for small and medium-sized events. The solution includes event websites, event marketing tools, mobile event apps, online registration forms, badge maker and more.