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Professionals

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Stand out from the competition by offering your audience a way to diversify their portfolios.

Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Webinars & Events

Find the latest upcoming events including webinars, tradeshows, and conferences year-round.

Live Upcoming Webinar

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Preparing Your IRA Beneficiaries For The Future

Preparing your IRA beneficiary is a great responsibility. Beyond selection, savvy investors educate beneficiaries to ensure they are ready to manage their inherited IRA. Wondering what to teach them?

Date: Thursday, November 11, 2021
Time: 11:00 a.m. PT / 2:00 p.m. ET

Webinar Recordings

The Crowdfunding Revolution: What Investors Should Know [October 2021]

Equity crowdfunding puts financial power back in the wisdom (and wallets) of the crowd. From start-ups to athlete contracts, modern crowdfunding empowers you to invest in the projects (or people) you believe in. Curious where to begin?

Start your crowdfunding education with this introduction from the experts at FanVestor. After watching this replay, you will know:

  • What equity crowdfunding is
  • How equity crowdfunding works
  • How to identify each campaign type
  • Why Reg A+, Reg CF, Reg D, and Reg S are so important
  • Top questions investors ask

Watch Video

Top 7 Trends Disrupting Real Estate in 2021 [September 2021]

The only constant in real estate is change. And 2021 is no exception. As market disruptions create financial opportunities, savvy investors study annual trends to learn how to respond. Wondering what’s new this year?

Learn the top 7 disruptive real estate trends of 2021 from market research expert Neal Bawa. Watch this webinar replay to understand:

  • How work environments are evolving
  • How migration patterns impact markets
  • What’s causing the increased lumber pricing
  • How researchers are utilizing big data
  • Why augmented reality is changing the real estate industry

Watch Video

Choosing Your Path: Direct Real Estate Investments vs. REITs [August 2021]

In real estate investing, it’s all about choosing the right path for you. Whether purchasing property directly or investing in REITs (real estate investment trusts), understanding your strategy is crucial for building your nest egg. Curious if these strategies are for you?

Start with an introduction on direct real estate investments vs. REITs from the experts at Upside Avenue. By the end of this replay, you will learn:

  • Why investors consider real estate
  • The basics of REITs (real estate investment trusts)
  • Differences between REITs & direct deals
  • Real estate market trends
  • How to fund your real estate investment

Watch Video

Cryptocurrency Investing: Meet the Digital Age of Finance [July 2021]

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

Watch Video

Self-Directed IRAs 101: Master the Basics [June 2021]

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

Watch Video

Growing Your Retirement Savings With Multifamily Real Estate [May 2021]

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

Watch Video

Go To All Recordings

Professional IRA Training

IRA Academy 2022 information will be available soon. Check back later for updates!

Conferences & Tradeshows

No current events. Check back later for updates!

Talks & Workshops

No current workshops. Check back later for updates!
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