Special Invitation for AICPA members - Join the Equity Trust Professional Network
Increase Your Business while Creating More Value-added Services for Current Clients
The self-directed IRA market is growing at a phenomenal rate, and investors are actively seeking professionals to be part of their support team. As the leading custodian for alternative investing, Equity Trust Company provides professionals with educational resources, networking opportunities and promotional materials to help service existing clients and expand their business with opportunities.
Increase Your Business through Network of Financial Advisors, Attorneys, CPAs and Tax Advisors
By working with Equity Trust you can provide your clients with a fast growing investment strategy to increase their wealth and manage their tax exposure. Through the Professional Network we’ll help you promote the benefits of self-directed retirement accounts and provide you with resources to:
- Discover more about self-directed investing in alternative assets – learn from the experts – fellow member CPAs, financial advisors and attorneys – how to make this investment strategy part of your business model.
- Expand your business opportunities – Network with colleagues through online forums, publishing of articles and our private directory of professionals. Access and leverage promotional materials to market to clients.
- Gain access to educational materials and programs – Reference real case studies, start-up guides and relevant content from industry experts and news sources. Participate in interactive education by attending webinars (several with CE credits available) and joining in roundtable discussions.
Exclusive for Equity Trust Professional Network Members Only:
Robert Keebler, CPA, MST, AEP Presents “8 Reasons to Convert to a Roth IRA and more Winning Strategies” October 14, 2009 as part of our free webinar series. For more information and to register for the webinar, join the Professional Network (at no cost to you) at www.trustetc.com/pronetwork.
