Webinars & Events

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

By now, Coronavirus (COVID-19) has personally and professionally impacted you; disruptions to daily life are staggering and changing rapidly. As the economy weakens, investors and professionals are adapting their strategies to mitigate financial losses.

Curious about best practices that industry experts are implementing to protect communities and investor profit? Watch this webinar with Neal Bawa, Founder and CEO at Grocapitus and Multifamily University, and Bill Neville, Business Development Manager at The Entrust Group, for a data-driven presentation covering Neal Bawa’s latest research on Coronavirus and likely scenarios moving forward, followed by a Q&A session.

Tune in to learn more about:

• The impact on the U.S. economy and what the likely scenarios are
• How real estate is likely to be impacted
• Insights on the stock market

With the 2020 tax deadline fast approaching, investors and retirement account holders alike are trying to find ways to maximize their tax returns and stay compliant with IRS requirements.    

Want to take control of your IRA before the tax deadline? In this webinar, our in-house expert, John Paul Ruiz, Instructor of IRA Academy and The Entrust Group’s Director of Professional Development covers all topics related to IRA taxes, including:

• Tips for reducing your taxable income
• Taxable compensation
• Contribution limits
• Key IRS documents and deadlines

Curious about the nuances of tax-free and tax-deferred retirement accounts, and the potential advantages of each? In this webinar you’ll have the opportunity to explore in-depth the difference between tax free and tax deferred accounts to determine which retirement plan you’ll derive the most benefit from.

As the year comes to a close, IRA holders need to be aware of a number of upcoming deadlines. In this webinar we discuss the finer points of what you need to prepare as deadlines for the following approach:

• Fair Market Valuations (FMVs)
• Required Minimum Distributions (RMDs)
• Qualified Charitable Distributions (QCDs)
• Roth Conversions

Watch this webinar, presented by John Paul Ruiz, The Entrust Group’s Director of Professional Development, to learn important year end information.