Beyond Wall Street: Alternative Wealth Workshop

Join us in Dallas for Beyond Wall Street: Alternative Wealth Workshop. This fast-paced two-day experience gives you a grounded look at how self-directed and tax advantaged accounts can support real estate, lending, private equity, cryptocurrency, and other alternative investments.

Across both days, you will work through real case studies, open Q&A sessions, and practical explanations of how these accounts function in real situations. The workshop builds from fundamentals into more advanced concepts, giving you a clear path from concepts to execution.

Networking:

The event includes multiple breaks, a Friday evening social session, and a speed networking event on Saturday, helping you build connections with other attendees and investors who share an interest in alternative assets.

Who Should Attend:

Ideal for investors seriously exploring alternative assets, investors who are actively learning and preparing for their next steps, real estate professionals, and anyone seeking a clearer understanding of how tax advantaged accounts can support long term goals.

Room Block:

A discounted hotel block is available at the Omni Las Colinas. Rooms must be booked by March 26, 2026.

Included With Your Ticket

• Access to all sessions across both days

• Breakfast both days and lunch on Friday

• Light happy hour during the Friday evening social session

• Event workbook and materials

• A copy of Wealth Beyond Wall Street Field Manual

• Access to all education sessions

Agenda:

This event is listed as one day on Eventbrite, but your ticket provides access to the full two-day workshop.

Friday (8am-7:30pm)

• Breakfast and check in

• Sessions on the four main tax advantaged accounts

• Case studies across real estate, lending, private equity, and cryptocurrency

• Solo 401(k) overview with Q&A

• Legacy and tax related concepts, including UBIT

• Technology and account tools overview

• Evening social session

Saturday (8am-12:30pm)

• Breakfast and live Q&A

• Prohibited transactions and Checkbook IRA conversation

• Additional case studies

• Guided networking activity

• Closing remarks

Equity Trust Company is a directed custodian and does not provide tax, legal, or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legalor investment advice. Whenever making an investment decision, please consult with your tax attorney or financial
professional.

Examples (Case studies) provided are for illustrative purposes only. Past performance is not indicative of future results. Investing involves risk including possible loss of principal. Information included in case studies was provided by the investor and included with permission. Equity Trust Company does not independently verify all information provided by third parties.

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