OAKLAND, Calif., Sept. 18, 2018 /PRNewswire/ -- The 2018 IRA Academy presented by The Entrust Group will take place October 15 – 19, 2018 in Chicago. Tailored to financial and retirement professionals, the five-day educational course covers a full spectrum of content related to IRAs and IRA-based employer-sponsored retirement plans.
"From the beginning, helping our clients and professionals in our industry expand their knowledge of self-direction and investment strategies have been integral to our business," said John Paul Ruiz, QKA, CISP, Entrust's Director of Professional Development, and instructor at IRA Academy. "This is an outstanding opportunity for retirement industry professionals to deepen their knowledge of these essential retirement savings vehicles."
Continuing Education Hours Available
Attendees at the 2018 IRA Academy can earn continuing education (CE) credits for their CISP (Certified IRA Services Professional), CRSP (Certified Retirement Services Professional), or CTFA (Certified Trust and Financial Advisor) designations.
In addition, The Entrust Group's IRA Academy has been approved by the American Bankers Association (ABA) as a fast-track way to achieve CISP certification in two, rather than four, years. The CISP exam will be offered to eligible attendees on the last day of the IRA academy, Oct. 19.
Leaders of Education for Professionals
Last year, approximately one in three American adults had an IRA for retirement savings, according to the Investment Company Institute, yet a mere 12% made contribution in the 2017 tax year.
"We see the IRA Academy as a way to empower people to take more control over their retirement savings, by educating the people in the best position to advise: financial and retirement professionals," Ruiz said. "The more these professionals know, the more confident they can be in the advice they give. This not only helps their clients, it strengthens their businesses." Ruiz brings more than 25 years of experience in the retirement and financial services to his role as educator.
About The Entrust Group, Inc.
For over 36 years, The Entrust Group has provided account administration services for self-directed retirement plans and has been an acknowledged authority in the field. With locations throughout the US, Entrust's team of professionals are regularly examined to ensure compliance with current state and federal banking requirements, and keep up-to-date by participating in ongoing educational programs to ensure that they share the most accurate information with clients. For more information about The Entrust Group, or self-directed IRAs, please visit www.theentrustgroup.com.
SOURCE The Entrust Group