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Professionals

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Stand out from the competition by offering your audience a way to diversify their portfolios.

Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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For almost 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.

Webinars & Events

Find the latest upcoming events including webinars, tradeshows, and conferences year-round.

Live Upcoming Webinar

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Choosing Your Path: Direct Real Estate Investments vs. REITs

In real estate investing, it’s all about choosing the right path for you. Whether purchasing property directly or investing in REITs (real estate investment trusts), understanding your strategy is crucial for building your nest egg. Curious if these strategies are for you?

Date: Wednesday, August 18, 2021
Time: 11:00 a.m. PT / 2:00 p.m. ET
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Top 10 Trends Disrupting Real Estate in 2021

The only constant in real estate is change. And 2021 is no exception. As market disruptions create financial opportunities, savvy investors study annual trends to learn how to respond. Wondering what’s new this year?

Date: Wednesday, September 15, 2021
Time: 11:00 a.m. PT / 2:00 p.m. ET

Webinar Recordings

Cryptocurrency Investing: Meet the Digital Age of Finance [July 2021]

Cryptocurrency marks the dawn of a new era for global finance. As institutional support for digital currency continues to grow, savvy IRA holders are considering crypto as a new alternative to traditional investments. Curious what the buzz is about?

Get an expert introduction from the crypto pros at Grayscale. In this webinar replay, you will learn:

  • How cryptocurrency works
  • Industry trends
  • Investment strategies
  • Benefits vs. risks
  • How to get started

Watch Video

Self-Directed IRAs 101: Master the Basics [June 2021]

This is a historic time for Self-Directed IRAs. From the rise of cryptocurrency to crowdfunding, investors are studying new alternatives to traditional investments. Since most IRA custodians allow only stock, bonds and mutual funds, savvy investors use Self-Directed IRAs to build their nest egg. Curious if self-direction is for you?

Start with an introduction to self-direction from Bill Neville, Director of Professional Development at The Entrust Group. In this replay, you will learn:

  • What self-direction is
  • The legal roles of the investor, IRA, and custodian
  • What you can and cannot invest in
  • Common investment strategies
  • Benefits and risks
  • If self-direction is right for you

Watch Video

Growing Your Retirement Savings With Multifamily Real Estate [May 2021]

From apartments to affordable housing, millions of people live in multifamily real estate. While market demand continues to increase, savvy investors are growing their savings with multifamily investments. Here’s your chance to learn how to do the same.

Start with an introduction from the multifamily maestros at Birgo. In this replay, learn:

  • How the multifamily industry works
  • Industry trends
  • How to invest in multifamily real estate
  • Investment strategies
  • Benefits & risks

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Investing in Self-Storage: An Expert Introduction [April 2021]

Many people use storage lockers to organize their lives and stow away their goods. Meanwhile, as the storage market grows, investors are building their retirement nest egg with self-storage real estate. Curious how they’re doing it?

Get an expert introduction from the storage specialists at Reliant Real Estate Management. In this replay, you'll learn:

  • How the self-storage industry works
  • Industry trends
  • How to research markets and projects
  • Benefits & risks
  • Best practices for investing in self-storage real estate

Watch Video

Take Charge of Your Investments With an IRA LLC [March 2021]

Like most investors, you want faster transactions, fewer administrative fees, and liability protection for your retirement nest egg. And you deserve it. Fortunately, any IRA holder can reap these benefits. With an LLC, or limited liability company, you can take complete control of your portfolio and maximize your hard-earned savings.

Learn the LLC fundamentals to unlock their potential. This webinar will show you how to establish an IRA LLC, step-by-step.

Start your LLC journey with John Paul Ruiz, Director of Professional Development at The Entrust Group, to learn:
         •    What a Limited Liability Company is
         •    What an IRA LLC can invest in
         •    The benefits of an IRA LLC
         •    Risks & red flags
         •    How to establish and maintain an IRA LLC

Watch Video

Making the Business Case for Renewable Energy Investments [February 2021]

Interested in sustainable investing but curious if it’s profitable? We are! And we’re here to set the record straight. From wind and hydro projects to solar fields, wise investors understand renewable energy is a valuable solution not only for climate change, but also their retirement nest egg.

Renewable energy investments can provide long-term value, however, savvy investors must separate truly sustainable companies from the imposters. That’s why we brought in the solar experts from Energea to explore today’s renewable energy investing landscape.

In this collaborative session, we covered:

  • ESG (Environmental Social Governance) investing fundamentals
  • Identifying truly impactful companies vs. posturing organizations
  • Renewable energy investment basics
  • The anatomy of a renewable energy deal
  • Setting expectations for solar investments: benefits vs. risks

Watch Video

Go To All Recordings

Professional IRA Training

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IRA Academy 2021


IRA Academy is a four-day professional training course on Individual Retirement Accounts (IRAs) and employer-sponsored plans. Attendees will receive in-depth, cutting-edge instruction from an industry expert in a group learning environment.

Date: August 30 – September 2
Location: 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

No current workshops. Check back later for updates!