Local Events





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National Webinar Series | How Self-Directed IRAs Can Generate More Leads for You


There are many opportunities and advantages that self-directed retirement plans offer real estate professionals. View this recording to learn more today!

The Basics of Self-Directed IRAs | CFP 1 Hour Continuing Education Elective

By:  The Entrust Group

This course is designed for CFPs seeking education on alternative investments in Self-Directed IRAs and the process of self-directed investing.

Learning Objectives

  • Define the concept of self-directed investing for retirement
  • Explain the need for diversification through a current look at the state of retirement
  • List and differentiate the plan types available for self-directed investing
  • Recognize rules and regulations that impact investment options and tax implications for investors
  • Apply various investment structures to create a self-directed investment transaction

Price: 29.99 USD
National Webinar Series | Your Real Estate Legacy: Self-Directed IRA Beneficiary Options


If you currently have a Real Estate IRA or looking to start one, it’s important to designate your IRA beneficiary with care. Your beneficiary, or beneficiaries, will have control over and access to your retirement account and assets in the event of your death. And most people aren’t aware that IRA beneficiary designations take precedence over what your will or living trust might say.

2014-2015 Contributions Limits for IRAs


Contribution limits may not change a lot from year to year, but it’s important to keep track of the rules whether you have an IRA or are looking to open one.

Updated to include 2015 Contribution Limits

Q&A: Ask Us Any Question About Self-Directed IRAs


In this recording participants had the opportunity to ask questions about self-directed IRAs. Patrick Hagen, CISP, Business Development Manager at The Entrust Group answers their questions. Watch and learn more!

National Webinar Series|Individual 401(k) Plan and Real Estate Investing Basics

By:  The Entrust Group

An Individual 401(k), also known as a Solo 401(k), is a retirement account that provides business owners maximum flexibility and freedom to invest. An Individual 401(k) plan has rules and requirements similar to a Traditional 401(k), and offers many tax and investing benefits.

Q&A: Fair Market Valuation Deadline Nearing for IRS

By:  Roman Gokhman, Editor

Entrust Operations Manager Cathy Simon explains the Entrust FMV Form process and why it’s required by the IRS.

October 1, 2014

National Webinar Series | Hot Topic: Private Placements Within an IRA


Hot Topic: Private Placements Within an IRA

"Private Placements" is becoming an increasingly popular term. It refers to investing in privately-held entities, such as companies or small businesses. With the tightening of lending practices to small businesses and startup firms, many companies are turning to private investors for capital. With a self-directed IRA from The Entrust Group, your retirement account has the ability to invest in Private Placements.

Money Smart for Older Adults


Money Smart for Older Adults is designed to provide you with information and tips to help prevent common frauds, scams and other types of elder financial exploitation in your community.


Recharacterizations Give IRA Owners Option to Move Money Between Accounts

By:  John Paul Ruiz , Director of Professional Development

An introduction to recharacterizations and how they help Entrust clients.

September 1, 2014

National Webinar Series | How Today's IRA Investors are Taking Advantage of the Reemerging Real Esta


Purchasing real estate has always been a popular choice among self-directed IRA owners, regardless of the market. If you are considering or currently investing in real estate through your retirement account, get an insider look at the various strategies being used by current Entrust Real Estate IRA owners by watching   this previously recorded webinar.

State of California Bureau of Real Estate- Trust Funds


Legal requirements for receiving and handling trust funds in real estate transactions as set forth in the Real Estate Law and the Regulations of the Real Estate Commissioner.

National Webinar Series | Going for the Gold: Precious Metals Investing Through an IRA


Going for the Gold: Precious Metals Investing Through an IRA

Many investors are unaware that they can diversify their 401(k) or IRA with precious metals. In recent years, there has been an increase in investors establishing their retirement plans to include gold, silver, platinum and proof coins. Discover if investing in precious metals with your IRA is the right fit for your retirement and investing goals in this National Webinar.

Q & A With Entrust’s Client Services

By:  The Entrust Group

The Entrust Group’s “Client Services” department is a frequent point of contact for many of our current and future clients. We sat down for a Q & A session with one of our representatives in order to pool your most frequently asked questions, and then provide the answers.

June 30, 2014

National Webinar Series |Real Estate Investing Strategies: Partnering Your IRA


Listen to this National Webinar to discover how you can partner your self-directed IRA funds to purchase real estate investments.