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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.

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IRA Academy 2021: An Exclusive Preview

Earning and maintaining a professional designation can advance the career of any retirement pro. But first, you must find the right program & instructor. Wish you could experience the program before deciding?

We got you covered.

Get a free preview of IRA Academy with John Paul Ruiz: IRA Academy instructor and Director of Professional Development at The Entrust Group. IRA Academy prepares candidates for the CISP exam and provides continuing education credits for maintaining CISP, CTFA, CRSP, and CFP designations.

In this IRA Academy sneak peak, we discuss:

  • Contributions
  • Required Minimum Distributions (RMDs)
  • Transfers & Rollovers

 

 

IRA Academy_2021_ An Exclusive Preview

 

Duration: 63 Minutes
Speaker: John Paul Ruiz - Director of Professional Development at The Entrust Group
Presentation Deck: View or download the presentation PDF here
Presentation Audio: Stream or download the mp3 here

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

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