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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 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 14th 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 minimize tax friction.

What Will We Cover?

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

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

Why Register Today?

  • Get the video replay and presentation slides if you can’t attend live.

  • Ask your questions during the live Q&A with our presenters.

  • Seats are limited, so reserve yours now!

Meet your presenters

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Bill Neville

Senior Sales Executive at The Entrust Group

Bill Neville joined The Entrust Group over thirteen 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 Senior Sales Executive for Entrust’s Northwest Region.

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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

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.

 
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