"Get RICH or Get LEFT BEHIND: Self-Directed IRA Secrets Revealed"
“You don’t want to miss this once in a blue moon investment opportunity that may change your life.”
Topics we'll cover in this webinar
Join us for an exciting webinar where we’ll dive into the world of Self-Directed IRAs and their incredible potential for real estate investment. Learn how you can leverage these IRAs to unlock massive wealth-building opportunities.
1. WEALTH BUILDING USING SELF-DIRECTED IRAs
2. TAXATION AND ACCOUNTING TIPS
3. INVESTMENT DIVERSIFICATION
4. WHY INVEST WITH MADISON TRUST?
ABOUT MADISON TRUST
Madison Trust Company is a full-service Self Directed IRA custodian offering account holders a way to invest in alternative assets beyond Wall Street such as real estate, private placements, promissory notes, precious metals, and more. As the highest-rated custodian in the industry, Madison Trust provides you with the investment tools to achieve a richer retirement and have a pleasant journey getting there.
Madison Trust has 20,000+ clients across all 50 states, an A+ rating on the BBB, and $4B+ assets under custody. We strive to deliver uncompromising customer service and a hassle-free experience to individuals and fund managers alike. Madison Trust has 13,000+ clients across all 50 states, an A+ rating on the BBB, and $3B+ assets under custodian. We strive to deliver uncompromising customer service and a hassle-free experience to individuals and funds alike.
Madison has introduced numerous safeguards to ensure that their service is unmatched. When an investor contacts Madison, they will be answered by one of our in-house, knowledgeable Self Directed IRA Specialists.
Additionally, Madison’s support staff receives CISP training from the IRA Institute so that they are equipped to field any questions investors may have about their Self Directed IRA. Fund Managers and Investment sponsors alike have come to rely on Madison Trust Company. Madison remains at the forefront of the industry due to its impeccable service and flawless investment execution.
WEBINAR SPEAKERS
Nicole Capurso
Investment Support Specialist
Nicole Capurso is an accomplished Investment Support Specialist at Madison Trust Company, where she excels as the primary liaison for Investment Sponsors, enabling them to achieve their investment goals through self-directed IRA accounts. Nicole’s primary objective at Madison Trust Company is to foster awareness and optimize communication channels among fund managers, real estate syndicators, wealth managers, and other stakeholders, facilitating the connection between IRA capital and alternative investment opportunities.
William Osborne
Account Executive
William Osborne is an accomplished Account Executive at Madison Trust, specializing in the Self-Directed IRA industry with two years of experience. Previously, he excelled as an Investment Performance Associate at Cambridge Associates. William holds a B.A. in Economics from UCLA, underscoring his expertise in the financial realm. His dedication and insights continue to make a positive impact in the industry.
Larry West
CFO & Tax Strategist
In the past decade, like fellow accountants, Larry handled tax returns, analyzed finances, and defended audits. Burned out in 2020, he left traditional accounting but had an epiphany. He believed clients needed more than history; businesses require proactive financial, tax, and operational planning. He founded Precision Business Strategies, aiding ambitious real estate and entertainment leaders. PB Strategies boosted client margins by 5%, saved $4M in taxes, and onboarded top industry figures in 6 months via the 3nsight™ System.
Shannon Robnett
Founder - Shannon Robnett Industries
With over 27 years of hands-on development experience, Shannon Robnett leads Shannon Robnett Industries (SRI) in creating passive income for syndicate partners. SRI’s foundation of hard work, integrity, and excellence leads to higher returns and less time in investments. Offering passive involvement and tax advantages, SRI manages a portfolio exceeding $250MM, excelling in multi-family, industrial, and commercial projects.
WHO IS THIS FOR?
PASSIVE INVESTORS
ACTIVE INVESTORS
Aspiring Investors
BUSY PROFESSIONALS
WHAT YOU WILL GET FROM THE WEBINAR
Don’t Miss Out! Elevate Your Knowledge with Our Free Webinar.
Uncover expert insights at our upcoming seminar, led by Madison Trust Company’s trusted experts.
Acquire priceless lessons that could transform your financial journey. Grab your spot and avoid regret!