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About this event

date-calendar-thin  Wednesday, January 26, 2022                   clock-slim  11 a.m. PT / 2 p.m. ET   

 

Preparation is the first step to any successful investment strategy. Before creating a plan, savvy investors learn the new landscape of IRA limits and important annual dates. Ready for what's new in 2022?

Get started with our in-house expert, John Paul Ruiz. Join us on Wednesday, January 26 at 11 a.m. PT / 2 p.m. ET to learn:

  • Important 2022 dates & deadlines all IRA holders should know
  • New contribution limits, phase-out limits and cost-of-living-adjustments
  • Potential laws on the horizon in 2022 for IRA holders to keep track of
  • Tax tips for refining your strategy before tax season

John Paul, our presenter, will host a Q&A session after the presentation. 

About the presenter

John Paul Ruiz circle image-2

John Paul Ruiz

Director of Professional Development at The Entrust Group

Before joining Entrust, John Paul served as Vice President of Professional Development for Integrated Retirement Initiatives, LLC and Director of Resource Development at ASCENSUS. More recently, he created the IRA Academy, a preparatory course for the CISP designation exam approved by the American Bankers Association for continuing education credits. Specifically, this course is a week-long training program available for all financial institutions in the retirement space. With his background on retirement plan education, he is also responsible for The Entrust Group’s on-going internal retirement plans training program.

John Paul is a featured speaker at numerous events and webinars educating not only retirement professionals, but also retirement plan investors. To complement his extensive career within the retirement and financial industries, John Paul holds QKA and CISP certifications. Internally, he brings his expertise in retirement plan tax law, retirement plan operations, IRS rules and regulations, and institutional relationships. His experience offers valuable insights on the retirement industry to help better serve our clients.

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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.