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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.
This free session will introduce students to key components of popular tax-advantaged accounts.
Oakland, CA. (November 11, 2022) -
The Entrust Group has partnered with California Polytechnic State University, San Luis Obispo for an exclusive event at the Cal Poly Alumni Center focused on tax and retirement plan law.
This one-day workshop for accounting and finance majors from the Orfalea College of Business covers the basics of IRAs, including: traditional versus Roth IRAs, contribution limits, alternative investments, tax distribution, and beneficiary options. The event is sponsored by The Entrust Group, a leading provider of education and account administration services in the self-directed retirement industry.
Leading the event is esteemed speaker John Paul Ruiz QKA, CISP. Ruiz is the creator of IRA Academy, a 4-day immersive retirement training course approved by the American Bankers Association that prepares candidates for the Certified IRA Services Professional designation exam. Ruiz is a sought-after speaker for retirement plan conferences because of his ability to take the complex world of retirement plan tax law making it fun, understandable, and applicable.
The Entrust Group’s Founder and CEO Hugh Bromma is a long time supporter of the Cal Poly Alumni program as an alum himself. By partnering with California Polytechnic and their Alumni Center, Bromma’s goal is to help foster education and community networking events.
About The Entrust Group:
The Entrust Group is the original self-directed IRA provider. They empower investors to use their retirement funds to purchase alternative assets typically unavailable otherwise. Education-focused, Entrust offers a wide variety of resources to encourage clients to take control of their own financial future. Over the years, Entrust has taught thousands of retirement professionals everything they need to know about IRAs.
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