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Live Upcoming Webinars

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IRA Academy 2021:
An Exclusive Sneak Peek

Earning your CISP designation? Need CE credits for your CISP, CTFA, CRSP or CFP designations? Get a preview of IRA Academy 2021 to see if it's right for you!

Date: Wednesday, April 14, 2021
Time: 11:00 a.m. PT / 2:00 p.m. ET
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Investing in Self-Storage:
An Expert Introduction

As the self-storage real estate grows, investors are building their retirement nest egg. Curious how they’re doing it? Get an expert introduction from the storage specialists at Reliant Real Estate.

Date: Wednesday, April 28, 2021
Time: 11:00 a.m. PT / 2:00 p.m. ET

Webinar Recordings

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
  • Common misconceptions about LLCs
  • 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! In this webinar, Energea's Managing Partner, Mike Silvestrini, and Head of Investor Relations, Tyler Hurlburt, joined The Entrust Group's Business Development Manager, Tony Unkel, 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

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2021 Deadlines All IRA Holders Should Know [January 2021]

For many IRA holders, New Year’s is a time to review their portfolios and research financial trends. But elite investors understand the key to prudent investing year-over-year is getting organized before diving into the year. And getting every IRA deadline on your calendar is step 1. Not prepared? Get ready with us!

Presented by in-house IRA expert and Director of Professional Development at The Entrust Group, John Paul Ruiz, this webinar covers:

  • 2021 deadlines that IRA holders should know about
  • Crucial IRS forms associated to each deadline
  • Best practices to stay organized throughout 2021

As a bonus, you can download our 2021 Retirement Plan Deadlines Calendar below to keep you on track.

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Tax Returns: How to Report IRA Transactions [December 2020]

Millions of active retirement plans (like IRAs) empower investors with valuable methods to build their retirement nest egg. Making contributions to invest in your future seems simple enough, right? Not so fast. To grow your retirement wealth year-after-year without penalty, retirement plan transactions must be accurately reported to the IRS.

From contributions to taxes on distributions, savvy account owners must learn which forms are required and how to properly complete them. Luckily, in-house IRS expert and Director of Professional Development at Entrust, John Paul Ruiz, is here to simplify reporting for us.

In this webinar replay, John Paul covers:

  • Reporting contributions, rollovers, and distributions
  • Determining taxation on contributions and distributions
  • Additional tax reporting for IRAs 

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Real Estate Trends: What to Expect in 2021 [November 2020]

We’ve all watched real estate yo-yo throughout 2020. And with endless predictions about what will happen next, are you wondering who’s right? How to find accurate 2020 real estate data? Good news! You’re not alone.

In fact, we’re so curious that we brought in market research expert, Neal Bawa, CEO of Grocapitus and Multifamily University, to share his data driven real estate trends. Alongside Bill Neville, Business Development Manager at The Entrust Group, Neal teaches real estate investors what to expect in 2021. We close the webinar by demonstrating how investors can streamline their IRA-owned real estate investments expenses.

In this webinar replay, the experts discuss: 

  • The impact of COVID-19 on the real estate market
  • Neal Bawa’s 2020 “Megatrends”
  • The easiest way to manage a property owned by your SDIRA in 2020

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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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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: May 17-20 | September 6-9
Location: Online | 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!