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About this event 

date-calendar-thin  Wednesday, January 15, 2025                   clock-slim  11 a.m. PDT / 2 p.m. EDT   

 

Looking to streamline your 2025 IRA strategy? Wish all the important dates and deadlines were in one place? Start the year strong by planning ahead with our Savvy Self-Direction IRA Calendar.

After over 40 years of experience, we understand that consistent success isn’t accidental. It takes preparation, focus, and the right tools. That’s why we’re inviting you to join us on January 15 to create your 2025 plan and learn about new opportunities for IRA investors. And with tax day around the corner, we'll review important reminders and pitfalls to avoid.  

What You’ll Gain:

  • A 2025 Savvy Self-Direction Calendar for you to customize during the webinar.

  • Key guidance to navigate new laws, limits, and strategies for IRA success.

  • Actionable tips to stay ahead this tax season and avoid April 14 panic emails.

Why Register Today?

  • Receive a 2025 Savvy Self-Direction Calendar early. 

  • Get access to the video replay and presentation slides if you can’t attend live.

  • Ask our experts your pressing questions during the live Q&A session.

Plan ahead for IRA success—register today!

Meet your presenter

Webinar - Speaker Head Shot Tony Unkel-1

Tony Unkel

Business Development Manager at The Entrust Group

Tony serves Entrust's Northeast region as Business Development Manager. He spent 10 years in sales and relationship management positions, and an additional eight years in the real estate and retirement industries. He joined the retirement industry during his previous employment and has traveled all over the U.S. by participating in engagements relating to fiduciary obligations and insurance regulations under the Employee Retirement Income Security Act of 1974 (ERISA). He’s worked directly with Plan Sponsors and Financial Advisors in the qualified retirement plan space for a number of years and really takes pride in his professional experiences and knowledge gained along the way.

Tony is a proud member of the American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA). He holds a Bachelor Degree in Criminal Justice from Fairleigh Dickinson University in Teaneck, New Jersey.

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.