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Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

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 over 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.

Webinars

Find the latest on our upcoming live webinars and recordings in case you missed it.

Live Upcoming Webinars

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Stop Overpaying: The New Strategy for Smarter Roth Conversions

Want the potential for tax-free earnings but worried about the upfront tax bill? Join us on April 14th for an expert-led training into the mechanics of tax-optimized Roth conversions.

Date: Tuesday, April 14, 2026
Time: 11:00 a.m. PT / 2:00 p.m. ET
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The Due Diligence Edge: How Pros Evaluate Private Real Estate Deals

In the private real estate market, there is a fine line between a trophy asset and a capital trap. The key difference? Due Diligence.

Date: Wednesday, July 15, 2026
Time: 11:00 a.m. PT / 2:00 p.m. ET

Webinar Recordings

The 2026 Real Estate Reset: How Policy, Capital, and Supply are Rewriting the Playbook [March 26, 2026]

 What will the real estate market look like in 2026? The real estate landscape is always shifting, and staying informed is a key part of navigating the market. For most investors, a data-driven approach is the best way to understand what’s next. 


In this educational training, we provide a straightforward look at what's new in real estate investing for 2026.  

You'll Learn:

  • Key real estate trends expected to influence 2026
  • Emerging markets gaining attention
  • How new laws and regulations may impact real estate investments
  • Economic signals shaping investor decision-making 

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Hospitality Real Estate Investments: Using Data to Make Smarter Decisions [March 11, 2026]
The global hospitality market is projected to reach $5.5 trillion in 2025. This massive growth presents exciting opportunities, but it also increases risk.

In this session, you will uncover the key data, technological tools, and institutional strategies needed to succeed. We demystify complex deal structures, examine market evolution since the Great Financial Crisis, and teach you how to identify potential red flags to keep your capital safe.

You'll Learn:

  • Risks for hospitality investments.
  • How hospitality opportunities have evolved through economic cycles.
  • Data and technological tools for sourcing, vetting, and managing assets.
  • Actionable red flags and best practices to keep your capital safe.

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Farmland Investing With Your IRA: An Expert Introduction [February 26, 2026]

America's 880 million acres of farmland sustains our nation with food, but did you know farmland can also sustain your financial goals? That's right. You can invest in farmland with your 401(k) and self-directed IRA.

Want to learn more? Get your expert introduction from farmland maestro, Chris Morris. In this training, we'll educate you on farmland fundamentals and the investing process.  

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The Hierarchy of Protection: Mastering the CRE Capital Stack [February 10, 2026]

Are your commercial real estate investment returns protected by the structure of the deal, or exposed by it?

In today's complex commercial real estate (CRE) market, finding a good building isn't enough. The difference between losing money and making a high, protected profit lies in your understanding of the CRE Capital Stack AKA the legal roadmap that determines who gets paid first and who maintains control when a deal runs into trouble.

 

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2026 IRA Limits, Laws, and Tax Prep Strategies [January 2026]

In this educational training, we'll provide a clear and straightforward overview of the key changes for 2026. This is a practical session for self-directed investors, financial planners, and anyone preparing for retirement who want to understand the new laws, limits, and tax preparation best practices.

What You’ll Gain:

  • A review of important dates and deadlines for your self-directed IRA.
  • An analysis of new IRA contribution limits and laws
  • Actionable strategies for tax preparation best practices.

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Avoiding the Top 5 Mistakes IRA Holders Make [December 2025]

IRAs are a powerful tool for building your wealth. But the rules and requirements can confuse even experienced investors, leading to costly mistakes. That's why we're dedicating our next session to teaching you how to steer clear of the 5 biggest pitfalls.

Since saving for retirement involves many factors beyond your control, eliminating these errors is essential. So by learning how to navigate these challenges now, you reduce the risk of cracking your nest egg later.

What You’ll Gain:

  • Recognize the top 5 IRA management mistakes and understand their consequences

  • Develop strategies to avoid penalties and stay compliant

  • Build positive habits to proactively manage retirement accounts

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