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Live Upcoming Webinar

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How to Diversify Your Portfolio With Farmland Investments

We speak with FarmTogether’s Founder & CEO, Artem Milinchuk, to discuss farmland as an asset class. This webinar will cover the current state of agricultural investing, farmland in comparison to traditional investments, and due diligence best practices.

Date: Wednesday, June 24, 2020
Time: 11:00am PT / 2:00pm ET
Best For: All Investors
Cost: Free

Webinar Recordings

Empowering Investors in Disrupted Markets [May 2020]

COVID-19 has caused many disruptions around the world, affecting the economy and more specifically the stock market, the retirement industry, the US unemployment rate. We are bringing in two wealth management specialists to discuss the state of the economy, market sentiment and valuation.

In this webinar replay, Chris McAlpin, Managing Partner of Sound Financial Strategies Group, Clint Sorenson, Co-Founder and CIO of WealthShield, LLC, and Mindy Gayer, Business Development Manager of The Entrust Group, discuss:

  • SECURE Act and CARES Act
  • Market sentiment
  • Market valuation
  • How the FED is responding

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What will be Coronavirus' Impact on Real Estate, Stocks, and Daily Life? [April 2020]

By now, Coronavirus (COVID-19) has personally and professionally impacted you; disruptions to daily life are staggering and changing rapidly. As the economy weakens, investors and professionals are adapting their strategies to mitigate financial losses.

Curious about best practices that industry experts are implementing to protect communities and investor profit? Watch this webinar with Neal Bawa, Founder and CEO at Grocapitus and Multifamily University, and Bill Neville, Business Development Manager at The Entrust Group, for a data-driven presentation covering Neal Bawa’s latest research on Coronavirus and likely scenarios moving forward, followed by a Q&A session.

Tune in to learn more about:

  • The impact on the U.S. economy and what the likely scenarios are
  • How real estate is likely to be impacted
  • Insights on the stock market

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IRA Master Guide to 2020 Taxes [March 2020]

With the 2020 tax deadline fast approaching, investors and retirement account holders alike are trying to find ways to maximize their tax returns and stay compliant with IRS requirements.    

Want to take control of your IRA before the tax deadline? In this webinar, our in-house expert, John Paul Ruiz, Instructor of IRA Academy and The Entrust Group’s Director of Professional Development covers all topics related to IRA taxes, including:

  • Tips for reducing your taxable income
  • Taxable compensation
  • Contribution limits
  • Key IRS documents and deadlines

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Cannabis Investing: A Budding Industry [February 2020]

As U.S. state legalization accelerates annually, cannabis is taking the finance world by storm and disrupting the status quo. Growing rapidly, the cannabis industry has unique private placements budding every year.

Curious how investing in cannabis may add value to your retirement portfolio? Watch this webinar, presented by Michael Scott, Founder and CEO at Cannapreneur Partners, and Tony Unkel, Business Development Manager at The Entrust Group, to discover key updates in the cannabis industry and the nuances of investing in associated private placements with your Self-Directed IRA.

 

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Tax Free or Tax Deferred? How to Pick the Right Account For You [January 2020]

Curious about the nuances of tax-free and tax-deferred retirement accounts, and the potential advantages of each? In this webinar you’ll have the opportunity to explore in-depth the difference between tax free and tax deferred accounts to determine which retirement plan you’ll derive the most benefit from.

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What IRA Holders Need to Be Aware of at Year End [December 2019]

As the year comes to a close, IRA holders need to be aware of a number of upcoming deadlines. In this webinar we discuss the finer points of what you need to prepare as deadlines for the following approach:

  • Fair Market Valuations (FMVs)
  • Required Minimum Distributions (RMDs)
  • Qualified Charitable Distributions (QCDs)
  • Roth Conversions

Watch this webinar, presented by John Paul Ruiz, The Entrust Group’s Director of Professional Development, to learn important year end information.

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Go To All Recordings

Professional IRA Training

IRA Academy 2020

This is a four-day professional training course on Individual Retirement Accounts (IRAs) and employer-sponsored plans such as SEP and SIMPLE plans. Attendees will receive in-depth, cutting edge instruction in an ideal learning environment. The course is American Bankers Association (ABA) approved to prepare candidates for the Certified IRA Services Professional (CISP) exam. It provides Continuing Education credits for the CISP, CTFA, and CRSP designations. The Entrust Group is also a CFP Board CE provider and has registered this course to provide 28 CE credits for Certified Financial Planners.

Date: September 14-17, 2020
Location: Barrett Training Center, Nashville, TN
Best For: Financial Advisors, CPAs, CFPs, Banking Personal, Trust Officers, and anyone in the retirement industry.

Conferences & Tradeshows

No current events. Check back later for updates!

Talks & Workshops

How to Protect & Grow Your Business in 2020

As we move to different stages of Shelter in Place in the Bay Area, many real estate professionals and investors are taking the opportunity to learn about what to expect once they start moving forward with their real estate plans and investments. Join four speakers who can answer all your questions from escrow services to investment strategies and learn what entities to use when protecting your real estate investments and assets.

Date: Thursday, June 11, 2020
Location: Online Meeting
Time: 11AM PST
Best For: Real Estate Investors & Professionals