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About this training 

date-calendar-thin  Tuesday, April 14, 2026                  clock-slim  11 a.m. PST / 2 p.m. EST   

 

Want the potential for tax-free earnings but worried about the upfront tax bill? Many investors hesitate to convert because one calculation error can lead to a costly mistake. And most people overpay because they lack a clear strategy.

Join us on April 14 for an expert-led training into the mechanics of tax-optimized Roth conversions. We aren't here to sell you a plan. We’re here to give you the framework to understand how the pros may help minimize tax friction.

What Will You Learn?

  • The "Discount" Advantage: How valuation discounts and tax management might lower your conversion cost.
  • The Sequencing Secret: Why asset location and timing are the keys to a tax-efficient move.
  • SDIRA Flexibility: Unlocking the potential of alternative assets within a Roth structure.
  • The Partial Strategy: Real-world case studies on striving to maximize long-term, after-tax wealth.

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

Meet your presenters

JM Headshot

Jacob Marchini

Sales Coordinator at The Entrust Group

 Jacob Marchini joined The Entrust Group over nine years ago, and has been educating investors and professionals on tax-preferred retirement accounts ever since. Gaining his Certified IRA Services Professional (CISP) designation, he is dedicated to maintaining expertise in today's retirement industry.

And as the Sales Coordinator for Entrust’s San Francisco Bay Area office, Jacob actively takes pride in the company’s growth and success.  

Ryan-D.-Finch_Crop

Ryan D. Finch, CFP

President at Tangible Wealth Solutions

Ryan’s professional and personal experience combined with his passion for finance and specifically real estate has culminated into the founding of Tangible Wealth Solutions and it’s unique and comprehensive service it provides for clients investing in real estate.

Ryan has worked in various dynamic areas of the financial services industry over the past 15 years. While gaining valuable experience professionally, Ryan has continually built his own personal real estate investment portfolio which has allowed him flexibility professionally and personally.

Ryan is a Certified Financial Planner ™, is a member of The Financial Planning Association, is a licensed Colorado Real Estate Broker 

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.


General Disclosure

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.

Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

Register For This Training 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.

 
© 2026 The Entrust Group
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