Webinars & Events

Cryptocurrency marks the dawn of a new era for global finance. As institutional support for digital currency continues to grow, savvy IRA holders are considering crypto as a new alternative to traditional investments. Curious what the buzz is about?

Get an expert introduction from the crypto pros at Grayscale. In this webinar replay, you will learn:

• How cryptocurrency works
• Industry trends
• Investment strategies
• Benefits vs. risks
• How to get started

This is a historic time for Self-Directed IRAs. From the rise of cryptocurrency to crowdfunding, investors are studying new alternatives to traditional investments. Since most IRA custodians allow only stock, bonds and mutual funds, savvy investors use Self-Directed IRAs to build their nest egg. Curious if self-direction is for you?

Start with an introduction to self-direction from Bill Neville, Director of Professional Development at The Entrust Group. In this replay, you will learn:

• What self-direction is
• The legal roles of the investor, IRA, and custodian
• What you can and cannot invest in
• Common investment strategies
• Benefits and risks
• If self-direction is right for you

From apartments to affordable housing, millions of people live in multifamily real estate. While market demand continues to increase, savvy investors are growing their savings with multifamily investments. Here’s your chance to learn how to do the same.

Start with an introduction from the multifamily maestros at Birgo. In this replay, learn:

• How the multifamily industry works
• Industry trends
• How to invest in multifamily real estate
• Investment strategies
• Benefits & risks

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
         •    What an IRA LLC can invest in
         •    The benefits of an IRA LLC
         •    Risks & red flags
         •    How to establish and maintain an IRA LLC

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 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