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Live Upcoming Webinar


How to Grow Your Self-Directed IRA with Peer-to-Peer Lending (P2P)

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. Register for this webinar to learn the different types of lending available to IRA holders.

Date: Thursday, April 18, 2019
Time: 11:00am PT / 2:00pm ET

Webinar Recordings

How to Take Advantage of IRAs Before the Tax Deadline

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!

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2019 Real Estate Key Trends: What You Should Know Before Planning Your Investment Strategy

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

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Tax Cuts and Jobs Act of 2017 – What’s Changed for Retirement Plans

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

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Top 10 Self-Directed IRA Questions of 2018 Answered

At the Entrust Group, we know that investing in alternative investments with self-directed IRAs raise a lot of questions for investors. That's why we have been educating investors like you for 37 years on topics such as holding real estate or precious metals in your IRA, retirement plan tax advantages, IRA LLCs, and more. Watch this live Q&A webinar, presented by our host, Mindy Gayer, Business Development Manager at The Entrust Group as she answers the top 10 questions investors had in 2018. She answers questions on topics such as partnering with other investors, investing in real estate with an LLC, conducting due diligence, and more.

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Black Market to Free Market: Investing in Cannabis with Your Self-Directed IRA

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.

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Ways to Protect Your Self-Directed IRA from Fraud

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.

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Talks & Workshops

No current talks or workshops. Check back later for updates!

Conferences & Tradeshows



NAFE is an event designed exclusively for retirement plan professionals. It offers enriching, relevant, world-class education to enhance the services you provide to your clients. Every year, this four-day event helps attendees discover innovative solutions for strengthening and expanding their businesses.

Date: April 28 to May 1, 2019
Location: San Diego, CA

Professional IRA Training


IRA Academy 2019

Stay competitive and learn about IRAs in depth by attending this week-long course. John Paul Ruiz, a 25-year veteran in the retirement space will be teaching this course to provide professionals with the education they need to better serve their clients.

Date: October 21-25, 2019
Location: Barrett Training Center in Nashville, TN