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Live Upcoming Webinar

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Query O'Clock: A Webinar Devoted to Your SDIRA Questions

Have questions about Self-Directed IRAs? Distributions? Investing in Real Estate? The complexities of IRA LLCs? We bet you do! That’s why we’re devoting an entire webinar to answering your questions.

Date: Wednesday, June 19, 2019
Time: 11:00am PT / 2:00pm ET
Best For: People who are new to Self-Directed IRAs or current investors that want to know more.

Webinar Recordings

Leaving a Legacy With a Self-Directed IRA [May 2019]

Ten thousand baby boomers turn age 65 every day. While not all of them will retire in the traditional sense, it’s fair to say that they are thinking about how to use their retirement savings in the near future and especially how to leave their hard-earned retirement savings to their heirs.

Legacy planning is the process of defining how wealth will be transferred from one generation to the next. This includes how the transfer of your retirement accounts to your beneficiary or beneficiaries will be handled, what options your beneficiaries have regarding the retirement account they have inherited and lastly how are distributions from these accounts going to be taxed. Balances in self-directed IRAs have historically been high, due in part to the sophisticated nature of self-directed investors and their choice of assets. This makes it even more important to be aware of the options available to you and your beneficiary and how to prepare accordingly.

In this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group, we cover the many issues that an IRA account holder needs to plan for and resolve to ensure that assets get to the rightful beneficiaries.

Takeaways: 

  • Learn your options for naming beneficiaries to your IRA
  • Understand what you should communicate to your beneficiaries
  • Discover the common mistakes account holders make and learn how to avoid them

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How to Grow Your Self-Directed IRA with Peer-to-Peer Lending [April 2019]

Are you looking for a way to diversify and grow your retirement portfolio? Peer-to-peer lending or private lending allows IRA holders to loan money to borrowers under certain terms and grow their IRA through the earnings on the interest rates.

This investment strategy started getting popular during the financial crisis of 2008 when banks decided they weren’t going to lend any money. This opened-up an opportunity for the free market to provide another way for people to borrow money.

Watch this recorded webinar to learn the different types of lending available to investors and understand the ins and outs of this strategy.

In this webinar, we cover:

  • The state of peer to peer lending market
  • The different types of peer to peer lending available to you
  • The pros and cons of each type of peer to peer lending
  • And much more!

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How to Take Advantage of IRAs Before the Tax Deadline [March 2019]

The tax deadline of April 15th is fast approaching, and just as every year, investors are trying to find ways to maximize their tax refund. Self-directed IRAs come with their tax advantages that can be utilized strategically for that purpose. Whether you’re a current or a new investor, it will benefit you to better understand the tax advantages of these accounts.

Watch this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group, to learn the different tax advantages depending on which type of IRA you hold.

In this webinar, we'll cover:

  • Which compensations are taxable
  • The tax advantages of each type of account
  • Contribution basics, including limits, deadlines, and eligibility and much more!

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2019 Real Estate Key Trends: What You Should Know Before Planning Your Investment Strategy [February 2019]

Looking to invest in real estate in 2019? Before you start planning your investment strategy, watch this webinar and learn the 2019 key real estate trends.

Real estate has been a preferred asset for many investors. It is also the number one asset held in retirement accounts year after year among Entrust clients.  For February’s webinar, Entrust was pleased to have Neal Bawa, CEO and Founder of Grocapitus and CEO of MultifamilyU, deliver his yearly data driven and power-packed Real Estate Trends Presentation.

During this webinar, Neal Bawa and Bill Neville, Business Development Manager at The Entrust Group, reveal the latest real estate data and trends that might potentially benefit you such as:

  • What to expect in 2019 and beyond
  • The looming impact of rising rates
  • The top 10 cities in the US to invest in

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Tax Cuts and Jobs Act of 2017 – What’s Changed for Retirement Plans [January 2019]

Tax time is here! Learn how to prepare and get a head start on your 2018 taxes. We’ll cover how recent changes to the Tax Cuts and Jobs Act of 2017 may affect your decisions regarding individual retirement plan contributions as well as employer plan contributions. These changes will also affect Roth conversion recharacterizations conducted in 2018, and more. Watch this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group, as he discusses how these changes apply to your retirement, why you need to stay informed, and what you need to know before submitting your taxes.

Here’s a look into what we’ll discuss:

  • Tax cuts to the marginal tax rates
  • Reduction and elimination of certain key tax deductions
  • Additional tax deductions to small businesses
  • The elimination of Roth conversion recharacterizations

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Top 10 Self-Directed IRA Questions of 2018 Answered [December 2018]

At the Entrust Group, we know that investing in alternative investments with self-directed IRAs raise a lot of questions for investors. That's why we have been educating investors like you for 37 years on topics such as holding real estate or precious metals in your IRA, retirement plan tax advantages, IRA LLCs, and more. Watch this live Q&A webinar, presented by our host, Mindy Gayer, Business Development Manager at The Entrust Group as she answers the top 10 questions investors had in 2018. She answers questions on topics such as partnering with other investors, investing in real estate with an LLC, conducting due diligence, and more.

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Black Market to Free Market: Investing in Cannabis with Your Self-Directed IRA [November 2018]

Now more than ever, cannabis has increased in popularity, especially after being legalized in more than 20 U.S. states. What many investors don’t know is that cannabis is becoming a mainstream investment opportunity. Investors are profiting from the “cannabis boom” with or without direct involvement in cannabis businesses, by focusing on the real estate supporting the industry. While these opportunities have been restricted to high net worth investors in the past, this is no longer the case. Watch this webinar, presented by Bill Neville, Business Development Manager at The Entrust Group and our guest speaker, Pete Asmus, CEO of Greenzone 360, to learn how to invest in cannabis using your self-directed IRA.

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Ways to Protect Your Self-Directed IRA from Fraud [October 2018]

As an investor, it’s always beneficial to make sure your investments are secure from fraudulent activity and scams. We will be going through the latest Investor Alert from the SEC on self-directed IRAs and the risk of fraud. This alert explains how doing the correct due diligence such as verifying information in account statements, avoiding unsolicited investment offers, being wary of “guaranteed returns”, and more, is essential to keeping your account safe. Educating yourself about such activities decreases your chances of being a victim of investment fraud with your self-directed IRA. Watch this webinar presented by Bill Neville, Business Development Manager at The Entrust Group, to learn how to protect yourself from these uneasy situations.

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Talks & Workshops

No current workshops. Check back later for updates!

Conferences & Tradeshows

Florida Realtors Annual Convention and Trade Expo

Florida Realtors Convention & Trade Expo provides the attendees with the best tools to improve their business, property insurance services, technology, business solutions services, and many more related products and services. Visit our booth to talk about how Self-Directed IRAs can open up new opportunities for your business!

Date: August 21-22, 2019
Location: The Rosen Shingle Creek Resort, Orlando, FL
Best For: Real Estate Professionals

Professional IRA Training

IRA Academy 2019

Stay competitive and learn about IRAs in depth by attending this week-long course. John Paul Ruiz, a 25-year veteran in the retirement space will be teaching this course to provide professionals with the education they need to better serve their clients. Do you want to achieve your CISP designation? Do you need to earn continuing education (CE) credits for CISP, CRSP, or CTFA? Or are you looking for in-depth, professional IRA training classes to further your career in the retirement field? The IRA Academy provides you with a professional setting that cannot be matched. We look forward to seeing you in Tennessee this October!

Date: October 21-25, 2019
Location: Barrett Training Center, Nashville, TN
Best For: Financial Advisors, CPAs, CFPs, Banking Personal, Trust Officers, and anyone in the retirement industry.