National Registry of CPE Sponsors

National Registry of CPE Sponsors

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Exhibitors

The Entrust Group

For over 40 years, The Entrust Group has provided account administration services for self-directed retirement accounts 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. These assets include residential and commercial real estate, secured and unsecured notes, limited liability corporations, precious metals, mortgages and more. 

As an administrator and record keeper, Entrust works to provide you more time and freedom to determine your financial future through a wide array of tax-deferred or tax-free options. Entrust does not promote any investments. Rather, Entrust provides the administration, information, and tools to make self-direction straightforward and compliant. We help you get started quickly and stay with you every step of the way.  

Our Learning Center strives to educate you about the portfolio diversification options available to self-directed investors. Through live webinars and in-person educational events, as well as blogs and newsletters, we empower you to take charge of your retirement through the use of self-directed IRAs and tax-advantaged plans. 

Address

555 12th Street Suite 900
Suite 900
Oakland, CA
94607
United States

Website

http://www.theentrustgroup.com
Contact Sponsor

Contact Sponsor


NASBA Approved providers:

  • National Registry

Registry ID:

108106

Approved Delivery Method:

  • Group Internet Based
  • Group Live
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  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join the Entrust Group’s Regional Business Development Manager, Tony Unkel, 1-hour Continuing Education Course for CPAs. This course will introduce the basics of real estate IRAs and how investors can ...

    Delivery Method:

    • Group Live

    Location:

    • NJ
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join the Entrust Group’s Regional Business Development Manager, Munzer Ghosheh, 1-hour Continuing Education Course for CPAs. This course will introduce the basics of real estate IRAs and how investors ...

    Delivery Method:

    • Group Live

    Location:

    • CA
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join the Entrust Group’s Regional Business Development Manager, Munzer Ghosheh, 2-hours Continuing Education Course for CPAs. This course will introduce the basics of real estate IRAs and how investor ...

    Delivery Method:

    • Group Live

    Location:

    • CA
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join the Entrust Group’s Regional Business Development Manager, Tony Unkel, 2-hours Continuing Education Course for CPAs. This course will introduce the basics of real estate IRAs and how investors ca ...

    Delivery Method:

    • Group Live

    Location:

    • NJ
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join the Entrust Group’s Regional Business Development Manager, Munzer Ghosheh, 1-hour Continuing Education Course for CPAs. This course will introduce the basics of self-directed IRAs and how investo ...

    Delivery Method:

    • Group Live

    Location:

    • CA
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join the Entrust Group’s Regional Business Development Manager, Tony Unkel, 1-hour Continuing Education Course for CPAs. This course will introduce the basics of self-directed IRAs and how investors c ...

    Delivery Method:

    • Group Live

    Location:

    • NJ
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join the Entrust Group’s Regional Business Development Manager, Munzer Ghosheh, 2-hours Continuing Education Course for CPAs. This course will introduce the basics of self-directed IRAs and how invest ...

    Delivery Method:

    • Group Live

    Location:

    • CA
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join the Entrust Group’s Regional Business Development Manager, Tony Unkel, 2-hours Continuing Education Course for CPAs. This course will introduce the basics of self-directed IRAs and how investors ...

    Delivery Method:

    • Group Live

    Location:

    • NJ
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