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IRA Academy 2021: An Exclusive Preview

Earning and maintaining a professional designation can advance the career of any retirement pro. Choosing the right training program can be a challenge; so can finding the right 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




Date: April 14, 2021
Duration: 66 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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