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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 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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The FIRE Movement: Creating Your Version of Financial Independence

Financial independence is a shared goal for most IRA holders. But do you also want to retire early? Welcome to the F.I.R.E movement, or Financial Independence Retire Early. Beyond budgeting, F.I.R.E. is truly about creating your unique path to financial independence. Want to learn more?

Date: Wednesday, July 20, 2022
Time: 11:00 a.m. PT / 2:00 p.m. ET

Webinar Recordings

Preventing IRA Investment Fraud and Scams [June 2022]

Alternative investors are often targets of investment scams. Every day, criminals attempt to steal money from unknowing IRA holders. To avoid fraud, investors must learn how to identify the legitimacy of any given investment or person. Knowing what to look for and ask can help protect your savings.

Learn how to prevent IRA fraud from Entrust's own Mindy Gayer. In this replay, you will learn:

  • A framework for investment scams
  • Common methods that scammers attempt to use
  • How to identify if an opportunity is fraudulent
  • Best practices for reporting scammers and victim recourse

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Property Technology: Shaping the Future of Real Estate Investments [May 2022]

Property Technology, or PropTech, is disrupting the real estate industry by democratizing it. How? PropTech makes it easier to find, finance, buy, manage and sell real estate. Even build new business models like Air BnB. So, it’s no surprise that Wall Street and savvy investors alike are funding the next wave of PropTech innovation. Want to know more?

Get an expert introduction to PropTech with real estate data specialist and Grocapitus CEO, Neal Bawa. In this replay, you will learn:

  • How to define PropTech
  • The 7 ways PropTech can evolve real estate
  • What the data tells us about today’s market
  • How Investors are positioned in the market

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2022 ESG Trends: What Renewable Energy Investors Should Know [April 2022]

ESG stands for Environmental, Social and Governance. In ESG investing, you review these 3 sustainability factors alongside financial returns in your consideration process. But the industry is evolving this year. Between shifting global energy markets, inflation, and increased governmental oversight of ESG labels for companies, renewable energy investors analyze emerging trends to identify new market opportunities. Curious what’s new in 2022?

Get an in-depth look at today’s ESG market with the renewable energy experts from Energea. In this webinar replay, you will learn:

  • How global events are disrupting energy markets
  • Why inflation is creating favorable opportunities for renewable energy markets
  • How to identify true sustainability and avoid ‘greenwashing’ ESG investments

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How to Invest in Real Estate Debt With Private Funds [March 2022]

Real estate projects have substantial building costs. To access short-term capital, many experienced developers utilize real estate debt funds. As market trends emerge, savvy debt fund investors supply a growing demand for private lending. Curious how it works?

Get started with an introduction from the debt fund experts at RD Advisors. In this webinar replay, you will learn:

  • What private real estate debt funds are
  • How to evaluate one real estate debt fund against another
  • Risk management tools available to real estate debt funds
  • How market dynamics impact demand for commercial vs. residential real estate

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Evaluating Early Stage Startups: An Investor's Introduction [February 2022]

For venture capitalists, timing is everything. Being an early stage investor in the right startup can be a golden ticket to retirement. So, it’s no surprise IRA investors like you analyze each wave of new companies for lucrative opportunities. Searching for the next Uber or Robinhood?

Get an expert introduction to early stage investing with the Founder of Mindset Startup Academy, Verlin Gradney. In this replay, you will learn:

  • What early stage startup investing is
  • How venture capitalists complete investor due diligence 
  • Data driven startup analysis 
  • The pros and cons of early stage investing

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Mark Your Calendars: What IRA Holders Should Know About 2022 [January 2022]

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. In this webinar replay, you will 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

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Go To All Recordings

Professional IRA Training

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IRA Academy 2022


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: Sept. 12-15
Location: Fall: Nashville, TN
Best For: Financial Advisors, CPAs, CFPs, Banking Personnel, Trust Officers, and anyone in the retirement industry.