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About this event 

date-calendar-thin  Wednesday, December 18, 2024                   clock-slim  11 a.m. PDT / 2 p.m. EDT   

 

IRAs are a powerful tool for building your wealth. But the rules and requirements can confuse even experienced investors, leading to costly mistakes. That's why we're dedicating our next session to teaching you how to steer clear of the 7 biggest pitfalls.

Since saving for retirement involves many factors beyond your control, eliminating these errors is essential. So by learning how to navigate these challenges now, you reduce the risk of cracking your nest egg later.

Join us on December 18 to learn how to:

  • Recognize common IRA mistakes and understand their consequences
  • Develop strategies to avoid penalties and stay compliant
  • Build positive habits to proactively manage retirement accounts

Got questions for our presenter? He'll answer them after the presentation. 

Can't make it? No problem! Register to receive the video replay and presentation slides.

Meet your presenter

Bill Neville - Circle Crop

Bill Neville

Business Development Manager at The Entrust Group

Bill Neville joined The Entrust Group over fourteen years ago through his initial role as Manager of Operations for the coampany’s franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Mr. Neville kept Entrust’s educational programs and internal processes in line with industry regulations.

Bill actively takes pride in the company’s growth and success, and is currently the Business Development Manager for Entrust’s San Francisco Bay Area office.

Register For This Webinar Today

About The Entrust Group

Entrust strives to provide personal, professional services and education that empower clients to control their investment choices. You can rely on The Entrust Group for up-to-date training and continuing education about self-directed alternative investments. Our reports, webinars, and live events can help you keep up with the increasing demand to diversify portfolios.

 
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