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Entrust Employee Spotlight: Roderic

The Entrust Group

Estimated reading time: 2 minutes 15 seconds

Meet Roderic, he is a Client Services Representative and on March 1st, 2017, it will be his 5th year anniversary at The Entrust Group. Roderic enjoys the camaraderie of working with people within a smaller company.  He has seen the positive and successful evolution of the company within the five years he has been here. In addition, he appreciates the loyalty, dedication, mutual respect and cooperation that employees share. The acknowledgement and recognition that upper management shows for employees through events, recognition awards is really appreciated.

Topics: Entrust News
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6 Financial Concepts Taught by American Presidents

The Entrust Group

Estimated reading time: 2 minutes 10 seconds

You don’t have to read far into The Art of the Deal to learn what drives President Donald Trump’s approach to finances and business. Its first line: "I don't do it for the money.  I've got enough, much more than I'll ever need. I do it to do it.  Deals are my art form.” Historically, presidents (and one founding father) have taken different philosophical approaches to finances.  In honor of Presidents’ Day, here is a sampling of their statements down the centuries on: 

Topics: Entrust News
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African-Americans Have Less Retirement Savings, Study Says

The Entrust Group

Estimated reading time: 2 minutes, 30 seconds

The contributions African-Americans have made to US history deserve to be honored every month of the year, not just during the “official” February Black History Month. African-Americans also need to plan for their financial future every month of the year. That includes a year-round commitment to saving for retirement.

Topics: Plan Resources, Financial, Entrust News
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Entrust Employee Spotlight: Gary

The Entrust Group

Estimated reading time: 2 minutes

Meet Gary, he is the Chief Financial Officer at The Entrust Group and has been with the company close to 7 years. Gary is originally from Westport, Connecticut and joined the Entrust team in 2010 as Manager of Franchise Operations, and subsequently managed the field offices as Director of Sales. As Chief Financial Officer, he oversees financial operations and reporting. 

Topics: Entrust News
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5 Reasons to Get "AgentIRA" Ready for 2017

The Entrust Group

Estimated reading time: 1 minute 50 seconds

AgentIRA is Entrust’s newest program designed specifically for real estate professionals. It offers brokers and real estate agents a cost-effective, individualized approach to retirement saving using self-directed IRA accounts. And because AgentIRA enhances agents’ familiarity with an essential retirement saving tool, it offers them business development opportunities as well.

Topics: Real Estate, Alternative IRA Investments, Entrust News
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