01 — The #1 Retirement Account Move Most CPAs Don't Even Know Exists
Discover the Self-Directed IRA structure that unlocks an entirely different category of investments — one most financial advisors have never seen, let alone recommended.
Greg Herlean & Adam Williams Are Revealing the Entire Playbook LIVE on Zoom — October 20, 2026
In this free live training, you'll get a step-by-step breakdown of the Self-Directed IRA strategies most CPAs and financial advisors have never even discussed — and walk away with a clear plan to put them to work in your own retirement account.
5 Wealth-Building Secrets Revealed In This Free Live Training
Discover the Self-Directed IRA structure that unlocks an entirely different category of investments — one most financial advisors have never seen, let alone recommended.
Step inside the exact framework that lets you move your retirement dollars into real assets — without penalty, without taxes eating your gains, and without needing Wall Street's permission.
See how professionally managed apartment communities operate — and how investors participate in institutional-quality real estate without ever dealing with tenants, toilets, or property management.
The tax code rewards certain account structures differently. Learn how to legally position your retirement dollars so more of every dollar compounds for you — tax-deferred or tax-free.
Walk away with a clear, actionable plan for your retirement strategy — regardless of what the stock market does next month or next year.
You're Learning From Those Who've Actually Done It
Founder, Horizon Trust Company
Greg founded Horizon Trust to give everyday Americans access to the same retirement architecture used by the ultra-wealthy. His no-nonsense approach has helped thousands break free from conventional, limited investment accounts.
Founder & CEO, Elevest Capital
Adam leads Elevest Capital, a private equity firm focused on multifamily real estate. He specializes in making institutional-level strategies accessible to investors who are serious about building lasting wealth.
This Training Was Made For You If...
FREE LIVE VIRTUAL TRAINING · OCTOBER 20, 2026
This is a live event with hard-capped capacity. When the 100 seats are gone, registration closes — no exceptions.
Live on Zoom · 60 minutes · Q&A included