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Live Upcoming Webinar

November webinar information coming soon. Check back later for updates!

Webinar Recordings

Smart Investing With AI: Grow & Protect IRA Wealth [October 2020]

Algorithmic Intelligence, commonly called AI, is a powerful technology disrupting the investment landscape. With superhuman ability to analyze market trends and data sets, AI has empowered all investors (not just Wall Street) to preserve, protect and grow their IRA wealth.

Before leveraging this technology with an IRA, you must understand how AI functions, automates investments, and optimizes your funds. Since we aren’t programmers or machine learning experts, AI maestro and iFlip CEO, Randy Tate, came in to demystify AI for us.

In this replay, Mindy Gayer, Business Development Manager at The Entrust Group, met with Randy to discuss:

  • How AI works
  • How AI is used in financial services and the investment world
  • How individuals use AI to grow their wealth
  • Pros and cons of AI investing

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Making Offshore IRA Investments: Puerto Rico and Colombia Edition [September 2020]

There are many benefits to investing offshore with an IRA. It allows you to diversify your portfolio and can protect you from the risk of putting all your (nest) eggs in one basket (i.e., the U.S. economy) because the investment isn’t linked to the U.S. dollar or markets. In addition, many foreign real estate investments have lower investment minimums and management costs which can help you maximize your IRA funds.

But before you move forward with this strategy, there are things to consider such as performing the proper due diligence and educating yourself not only on the tax laws in the United States, but the tax implications, and transaction process in the country where you are investing. 

That’s why we brought in an expert from Lifeafar to discuss offshore investing in Puerto Rico and Colombia. In this replay with The Entrust Group’s Business Development Manager, Bill Neville and Lifeafar’s Director of Sales, Adrian Beales, and Senior Associate, Ankita Jain, they explore:

  • Why Puerto Rico and Colombia present investment opportunities
  • The tax and opportunity zone incentives
  • Adrian and Ankita's takeaways from investing overseas

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Purchasing Your First Real Estate Property With a Self-Directed IRA [August 2020]

Found the perfect real estate property for your IRA but not sure where to begin? Curious about the purchase process or how to maintain a property your IRA owns?

Join Mindy Gayer, Business Development Manager at The Entrust Group, as she covers the 3 stages of your first property purchase: Planning, Purchasing and Maintaining. This introductory presentation is perfect for anyone looking to grow their retirement account with real estate. Tune into this webinar replay to learn about:

  • Due diligence tips
  • The different purchasing methods available
  • How property income and expenses work in an IRA
  • Investing rules and common mistakes

Don't miss this month's amazing Q&A session after the presentation!

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Protecting Your Retirement Portfolio With Precious Metals [July 2020]

With such radical change in 2020 for retirement plan investors, are you wondering how to protect your retirement portfolio? How to select the best investment for your future? We bet you are.

With a long history of durability and resilience, we are focusing an entire session on precious metals investing to provide an overview of this asset class. Co-presenting with The Entrust Group’s Business Development Manager, Bill Neville, is precious metals maestro and Owner of Idaho Armored Vaults, Bob Coleman. Tune into this replay as we discuss:

  • Risk vs. diversification
  • Trends and valuations of today’s precious metals market
  • Logistics and best practices for due diligence, purchasing and storing precious metals
  • Red flags to beware of

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How to Diversify Your Portfolio With Farmland Investments [June 2020]

As the Coronavirus crisis continues to ensue, large sectors of the economy face substantial losses. During this time, it’s never been more important to take control of your retirement investments and learn how to diversify your portfolio beyond traditional stocks and bonds by reviewing alternative “recession-proof” asset classes. 

In this webinar replay, FarmTogether’s Founder & CEO, Artem Milinchuk, discuss farmland as an asset class, an opportunity you’ve likely never heard of before. Co-presented by Bill Neville, Business Development manager at The Entrust Group, this webinar covers the current state of agricultural investing, farmland in comparison to traditional investments, and due diligence best practices. In this session, you’ll learn about:

  • What farmland investing is and how it compares to traditional investments and other alternative investments like real estate and gold.
  • How COVID-19 has impacted financial markets, the state of agriculture and agricultural investments.
  • What makes farmland a stable investment during and post COVID-19 and how it fits into a long-term retirement investment strategy.
  • How to invest in farmland and due diligence best practices.

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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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Professional IRA Training

IRA Academy 2021 information will be available soon. Check back later for updates!

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