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IRA Academy 2022

A service provided by The Entrust Trust Company (TETC) TETC Icon Gold

Registration for IRA Academy 2021 has ended. Information on the 2022 event will be posted in the coming months. Stay tuned!

The Entrust Group IRA Academy is designed to provide professionals education on individual retirement accounts (IRAs) and IRA based employer sponsored plans.

The IRA Academy is designed and has been approved by the Institute of Certified Bankers to prepare candidates for the Certified IRA Services Professional (CISP) exam.  The IRA Academy is appropriate for retirement industry professionals who wish to enhance their knowledge to better service their clients by understanding legal concepts, keep up to date on current IRS rules, and further explain the features and benefits of their retirement plan offerings.

These individuals include financial advisors, banking personnel, trust officers, brokerage firm representatives, CPAs, CFPs, and other financial services industry professionals.

The IRA Academy has also been approved for continuing education for the following designations under the American Banking Association (ABA), the CFP Board and NASBA:  Certified Retirement Service Professional (CRSP), Certified Trust and Financial Advisor (CTFA), Certified IRA Services Professional (CISP), Certified Public Accountant (CPA) and Certified Financial Planner (CFP).

IRA Academy Instructor

JP Bubble-1

 

John Paul Ruiz
Director of Professional Development
Qualified 401(k) Plan Administrator (QKA)
Certified IRA Services Professional (CISP)

Location: Nashville and Virtual

COST: TBD
Group rates will be available.

 

Course Topics Include

  • Beneficiary Designations
  • IRA Contributions
  • Legal Concepts
  • Prohibited Transactions
  • Transfers and Rollovers
  • And much more

If you are interested in hosting your own CISP event, please contact our event coordinator: acrawford@theentrustgroup.com

Subscribe here to receive updates on the 2022 event

About The Entrust Group

For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans.

Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Why Choose Entrust?

experience

Experience

We’re not just another Self-Directed IRA administrator; we’re the originator. Ours is expertise you can count on.

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Education

Supercharge your alternative investment strategy with the educational content from our Learning Center.

exceptional-service

Exceptional Service

Our team is devoted to helping you self-direct your account(s). You can depend on us to be timely, accurate, and friendly.

account-management

Account Management

Manage your Entrust account online 24/7 with our client portal (voted “Best Online Portal” by Investopedia) and our mobile app.

myDirection-visa

myDirection Visa Card

Streamline your transactions with this prepaid asset management card. The myDirection Visa Card provides immediate access to your funds so you can pay real estate investment expenses on the go.