Are you ready to take more control of your financial future?

Horizon Trust Founder Greg Herlean, along with financial strategist Braiden Shaw and other top educators, is hosting a free, live 3-day virtual event designed to help you rethink retirement, explore alternative investments, and learn how to leverage powerful tax-advantaged strategies.

• When: Tuesday, September 9 – Thursday, September 11
• Time: 1:00–2:00 PM Eastern (Daily)
• Cost: FREE (Only 100 spots available)

Reserve Your Spot Now — Before Seats Fill Up!

What You’ll Gain From This Training

Over three days, you’ll discover practical, actionable strategies that wealthy investors have been using for decades–strategies most people don’t even know are possible.

Day 1: The Wealth Builder’s Mindset Secret

Successful investing is not just about timing the market or picking the right assets. It starts with adopting the right entrepreneurial mindset for success.

According to behavioural research on financial wealth, the first step to achieving wealth is believing that it is possible and within your reach. Childhood psychologists also refer to a phenomenon known as money scripts, which indicates that our relationship to money at a young age shapes our financial success.

This sentiment is echoed in the best-selling book Rich Dad, Poor Dad by Robert Kiyosaki and Sharon Lechter, which illustrates the importance of a wealth mindset in becoming successful and wealthy.

Day 1 of this seminar will help you adopt a proper wealth mindset and will focus on several concepts related to wealth building, including:

• How to think long-term to build wealth
• Overcoming limiting beliefs around money
• Designing a financial strategy that aligns with your future goals

Day 2: The Self-Directed Retirement Secret

Most investors are unaware that their retirement accounts can be used for much more than stocks, bonds, and mutual funds.

In fact, self-directed retirement accounts open the door to alternative investments, such as real estate, precious metals, and crypto, that can provide diversification and higher potential returns.

A recent survey by the Retirement Industry Trust Association revealed that fewer than 5% of investors currently use self-directed IRAs, even though they have existed for decades.

This lack of awareness means that many people miss out on the opportunity to use their retirement dollars in ways that align with their knowledge and interests, such as real estate, private lending, or even startups.

Day 2 of this seminar will explain how self-directed IRAs and Roth IRAs work, why they offer more flexibility and diversification than traditional retirement accounts, and how to take advantage of their tax benefits. Topics include:

• How to open and manage a self-directed IRA
• Using retirement funds for real estate, private loans, and other alternatives
• Leveraging tax advantages to maximize long-term growth

Day 3: The Syndication Investment Secret

Large-scale investment opportunities like apartment complexes, commercial real estate, or business ventures are often out of reach for individual investors.

Syndications solve this problem by allowing multiple investors to pool resources together, giving everyone access to deals that would otherwise be unavailable.

According to Forbes, real estate syndications have grown significantly over the last decade as investors look for stable, income-producing opportunities outside of Wall Street. Many high-net-worth individuals rely on syndications to generate passive income while reducing the time and stress of direct property management.

Day 3 of this seminar will walk you through how syndications work, why they are an attractive option for retirement investing, and what you should evaluate before participating. Topics include:

• Understanding the structure of a syndication deal
• Why syndications are a proven way to generate passive income
• Key due diligence steps before joining a syndication

Meet Your Host: Greg Herlean

Greg Herlean is the founder of Horizon Trust: a self-directed IRA custodian trusted by thousands of investors—and author of Bank on This: How To Maximize Your IRA by Investing in Real Estate.

With a career spanning more than two decades, Greg has personally managed over $1.4 billion in financial transactions, fixed and flipped over 450 homes, and overseen 2,000 apartment units.

His aptitude for business has enabled him to provide expertise in capital restructuring, investment research analysis, business projection analysis, and capital acquisition services.

Today, his primary focus is on being a professional influencer and educator, helping investors understand the benefits of self-directed IRAs for tax-advantaged wealth building. Greg, a devout family man, also treasures spending time with his wife and children.

Why You Should Attend

1. Free, High-Value Training

Unlike costly seminars, this event is free and filled with strategies you can practice immediately. With most Americans reporting a lack of confidence in at least one area of personal finance, accessible education like this is invaluable.

2. Learn From Proven Experts

Your hosts have guided thousands of investors toward financial independence. Greg Herlean alone has managed over $1.4 billion in transactions and authored books on wealth-building strategies, ensuring you’ll learn approaches grounded in real-world success.

3. Gain Strategies You Can Use Immediately

This training isn’t theory—it’s built around practical steps you can take to diversify your retirement accounts, leverage tax advantages, and explore alternative investments. You’ll leave with actionable insights designed to help you build long-term wealth.

Ready to achieve financial freedom? Use the knowledge in this 3-Day virtual event as a foundation for future investment strategies.

Reserve Your Spot Now — Before Seats Fill Up!