Webinars & Events

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

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!

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!

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

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

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.

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.