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Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

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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.

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How to Avoid Digital Scams in 2025

 


If you had a dollar for every time a scammer targeted you, retirement would come early. We’ve all seen that sketchy delivery text or mystery charge email. And it’s only getting worse.

In 2024 alone, U.S. investors lost over $1 trillion to scams—fake websites, fraudulent investment deals, phishing emails, and more. Scammers are getting smarter. Are you?

In this replay, we'll teach you how to protect yourself in 2025 and beyond. With real-world examples, we'll break down today's most common scams and show you what red flags to watch out for. You work hard to build your nest egg. Don't risk cracking it in a single click.

What You’ll Gain:

  • A step-by-step breakdown of today's most common scams
  • Actionable strategies to identify the red flags 
  • Expert guidance on building protective habits

Date: June 18, 2025
Duration: 1 Hour 
Presenters:

  • Munzer Ghosheh - Business Development Manager at The Entrust Group
  • Rob Schenk - Chief Security and Marketing Officer at Intelligent Technical Solutions

Presentation Slides: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here.
Audio Transcript: View or download the transcript here.
Presentation Timestamps:

  • Section 1: Cybersecurity Today
    • Starts: 4:22
    • Ends: 6:11
  • Section 2: Attack Cost Breakdown 
    • Starts: 6:12
    • Ends: 7:06
  • Section 3: Why the Threat has Grown
    • Starts: 7:07
    • Ends: 9:46
  • Section 4: Layered Defense: Think Like a Homeowner
    • Starts: 9:48 
    • Ends: 10:56
  • Section 5: Types of Threats
    • Starts: 10:58
    • Ends: 14:04
  • Section 6: Ransomware Example - City of Oakland, CA
    • Starts: 14:06
    • Ends: 16:22
  • Section 7: Business Email Compromise + Example
    • Starts: 16:24
    • Ends: 17:42
  • Section 8: Deep Fake Side Conversation
    • Starts: 18:08
    • Ends: 27:25
  • Section 9: Where does the Data go? The Dark Web
    • Starts: 27:27 
    • Ends: 29:18
  • Section 10: The 17-Hour Window
    • Starts: 29:27
    • Ends: 34:03
  • Section 11: Phishing with AI: New Tricks
    • Starts: 34:06
    • Ends: 38:03
  • Section 12: Shared Responsibility and Culture
    • Starts: 38:09
    • Ends: 42:04
  • Section 13: Your Next Steps
    • Starts: 42:47
    • Ends: 56:42


We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.

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