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About this event

date-calendar-thin  Wednesday, January 22nd, 2020            clock-slim  11:00 AM PT /  2:00 PM ET

 

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.

Join our in-house expert, John Paul Ruiz, Instructor of IRA Academy and The Entrust Group’s Director of Professional Development at 11am PST/2pm EST on Wednesday, January 22nd for the webinar followed by a Q&A session.

About the presenter

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John Paul Ruiz, QKA, CISP

Director of Professional Development

Before joining Entrust, he served as Vice President of Professional Development for Integrated Retirement Initiatives, LLC and Director of Resource Development at ASCENSUS. Ruiz is the creator of the IRA Academy, a preparatory course for the CISP designation exam approved by the American Bankers Association. The IRA Academy is a week-long training program available for all financial institutions in the retirement space. With his background on retirement plan education, he is responsible for The Entrust Group’s on-going internal retirement plans training program.

He is a featured speaker at numerous events and webinars educating not only retirement professionals but also retirement plan investors. To complement his extensive career within the retirement and financial industries, John Paul holds QKA and CISP certifications. He provides the company with expertise in retirement plan tax law, retirement plan operations, IRS rules and regulations, and institutional relationships. His experience offers valuable insights on the retirement industry to help better serve our clients.

Register For This Webinar Today

About The Entrust Group

Entrust strives to provide personal, professional services and education that empower clients to control their investment choices. You can rely on The Entrust Group for up-to-date training and continuing education about self-directed alternative investments. Our reports, webinars, and live events can help you keep up with the increasing demand to diversify portfolios.