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The Entrust Group

The Entrust Group

We administer self-directed IRAs (Real Estate IRAs, Gold IRAs & more).

  • Financial Services
  • 51-200 employees
  • Oakland, California
  • 2.9k
  • 510-316-0488
The Entrust Group is the world's premier provider of self-directed IRA administration services, in business for over 30 years administering self-directed, tax-advantaged savings accounts.

Self-directed IRAs allow you to save for retirement through alternative investments, such as real estate (Real Estate IRA), gold (Gold IRA), private stock, and more.  We specialize in investor education, offering free learning materials about alternative investments, investing strategies, and more.  In addition to retirement accounts, we also offer health savings accounts (HSAs) and education savings accounts (ESAs).

Founded by industry luminary Hubert Bromma, Entrust serves individuals and businesses through a nationwide network of dedicated local offices. The Entrust Group and our offices are regularly examined to ensure compliance with state and federal banking requirements. In addition, Entrust affiliate offices enjoy regular training to maintain self-directed IRA industry best practices.

Entrust is committed to the classic American goal of financial independence, especially as it relates to retirement, health, and education. We are leaders in the self-directed IRA industry, offering custodial services, and educational information to help you direct your future with ease.  Request a complimentary consultation on our "Services"​ page to learn more.
  • Self-Directed Retirement Plans
  • Real Estate IRA
  • Self-Directed IRA
  • Roth IRA
  • Investor Education
  • Health Savings Accounts (HSAs)
  • Educational Savings Accounts (ESAs)
  • Alternative Investments
  • Gold IRA
  • Individual 401(k)
  • SEP IRA
  • SIMPLE IRA
  • Account Administration

4.6

(151)
67%
28%
4%
1%
0%

JB

Good Information

JB

Good Review

MD

I love the myCPE platform! It's interacting and engaging. The instructor was especially knowledgeable on this subject. You can feel his excitement.

SD

Excellent explanation of topic material

LL

It was productive

WT

Excellent presentation!!!

TK

very informational

JE

Focused coverage of subject matter

KD

Very informative.

SP

This speaker is wonderful!

LM

Finally, for the first time there was a little time at the end for questions. Excellent!

SF

Great seminar

KK

I wish there was more time allotted to this topic.

KM

Great webinar.

DJL

An outstanding presentation.

CS

Informative

GH

This program was very good for such a crtical subject.

AD

Good

RR

Good information and very knowledgeable speaker.

RR

Excellent presentation that covered relevant topic. Presenter did a great job explaining in an understandable way.

AG

Instructor was very knowledgeable. Taxes are not my primary area of practice but he made it easy to understand.

BS

GOOD CPE

CC

This was a valuable program not just to meet the CE requirement but because the information was relevant and useful.

JC

Great program!

JAP

Outstanding instructor.

CB

One of the best seminars you have. The instructor is excellent also. Thanks

RB

very informative!

JS

Excellent presentation. Fast paced, with an abundance of relevant information!

DM

Great presentation.

TC

Great

ES

Very good seminar. Answered questions timely.

SD

Presenter had a clear deep understanding of the topic and expressed it very well

GK

My biggest takeaway was the importance of Form 8606. Thanks!!

RD

The instructor utilized the IRS forms which added to the presentation

RO

Very informative and engaging.

UB

The session was very informative and had great examples. The presenter was great.

HR

Good information and well-planned presentation

LM

This topic is relevant every day.

AG

Speaker kept topic interesting.

LD

Somethings new for me I know the subject but webinar was in depth

ES

Webinar was great but the evaluation was attempte don a ipad and it kept jumping to a chat screen and I couldn't get out of that screen and the support personnel couldn't get me out either. I had to go to my computer to fill the form out.

EL

KEEP THE EXCELLENT JOB

SS

Great information I can use in my practice.

RA

Excellent and detail oriented

YF

Excellent class, very knowledgeable instructor.

SH

Good Presentation

KI

Excellent

TK

was very infomational

VO

Good webniar and information

SH

His instruction methods are great. Very clear and concise. Don’t waste your time explaining meaningless background information and always lectures with the intent to help you understand the material. He’s helped us understand content for multiple retirement rules and is one of the best CPE that I’ve had. Recommending him is a no-brainer.

RR

.

JR

I really loved this instructor - you can tell he is passionate about his work and that makes it much easier to learn and understand the topics.

LC

I just love myCPE....always TOP NOTCH webinars!!!

RJ

The presenter was wonderful!! Very knowledgeable and interesting to listen to.

JW

This was a very informative class about IRA contributions.

NF

There was one polling question asked before going over the material but overall it was most informative and helpful information. Presenter was organized and effective.

MB

Very informative

RB

Super informative course material masterfully delivered!!

BP

N/A

TC

Great

MZ

Great presentation, knowledgeable presenter

DJ

Very interesting and informative webinar!

RS

I was glad the instructor wasn't afraid to go over time in order to make sure the subject was covered.

TC

Excellent. Very engaging and informative. A must Take for anyone who wants to know about IRA's.

DT

the instructor was enthusiastic , very knowledgeable, very well spoken in his explanations. Kept my attention, gave great examples

DJL

Another fantastic and well presented course!

HN

myCPE is great

SW

The materials was very helpful during the presentation. It allowed me to take notes on the page being discussed.

SP

Among all the webinars I have attended, John Paul is the best presenter.

MB

This is my first class with mycpe. The content was comprehensive and the instructor was very proficient with the material.

DL

Very useful and relevant info

AB

gREAT WEBINAR!

BH

WELL DONE.

LO

One of the better courses. The instructor was excellent - great speaker and very knowledgeable.

RC

Good overview of a very pertinent topic

JW

Very informative Webinar on the ROTH IRA CONVERSION!

MM

Great presentation.

JS

The audio quality was very good, in addition to the content.

EA

Good

EW

Was engaging.

SH

Very knowledgable presenter and presentation

SS

Excellent Webinar. Outstanding presenter!

BR

The presenter did an excellent job. He has a good speaking voice and style. He also knew the material very well. Not a lot of stumbling and pausing like some speakers here.

JH

Great presentation and information I will definitely use in the near future.

VH

The webinar was both informative and interactive that I learned the basics of the subject and the instructor left enough time to answer a few of the attendants' questions. Very good balance of time usage.

MB

excellent instruction

PC

One of the best seminars on this topic

MM

Excellent

KB

Great presentation on the importance of tracking IRA basis, particularly the non-deductable contributions. Speaker was very knowledgeable and provided good slides to cover tax form preparation.

MB

good

GA

The presenter was enthusiastic and knowledgeable about IRA's, Saver's Credit, etc. He presented the information in an understandable fashion.

JP

Great topic

ST

The instructor clearly understood his topic. He took and answered questions which was also helpful. He took a difficult topic and clearly explained it. I'm glad I was able to take this CPE today!

RS

Good

CN

Great seminar!

CN

Great seminar!

FR

Very good webinar on IRA's. The information presented was clear and concise.

KT

Excellent class! Instructor was well organized and knowledgeable, and presented up-to-date information.

AF

Great insight into ira planning.

AF

Great insight into ira planning.

QG

The instructor is very passionate. Lecture is informative and helpful.

AD

Good

TH

made need a hour for class and half hour for questions

CF

Very good basic intro/ brush-up course

CC

Good presentation

KS

Good webinar and excellent presenter. Had a hard time understanding the moderator at times.

NM

effective presentation

SN

OK, pretty basis info. Was well presented.

TV

good webinar

BA

.

TH

Very informative...

BB

Good host. Some material was either poorly explained or over my head.

BS

it was a good course to give an overview of IRA's

MM

It was a good webinar even though it does not relate directly to my job. I knew this signing up but was interested in the content. Overall, it was a good training program.

NM

great

LM

Circumstances forced me to watch on my phone. Happily, it all worked fine.

SB

I appreciate the myCPE classes. They cover a wide range of topics that help me enhance the services I provide to my clients.

RWH

Took the time to go through the material more thoroughly and answered questions with full explanations using different scenarios without rushing and appeared to be more organized than previous webinars.

ST

I thought he spent too much on his company.

HFL

More time was needed to cover the subject in more in depth.

DT

This is similar to a class that I took last week, just had a little bit different information which added to my knowledge . Thank you

BC

My few clients are older than me (70) so I only see regular distributions. Have no inherited IRA clients. All of my clients have made sure to name IRA heirs.

ER

good class

BP

Frequent audio disturbance occurred

HK

still a complex topic.

IS

I LEARNED A LOT AND INSTRUTOR WAS INTERESTING

KK

The material was good. The presenter seemed to get distracted and would pause for no apparent reason. I thought the connection had been lost.

JR

Very detailed and informative webinar

GG

There was 10 minutes at the beginning of class advertising his company and then 3 to 4 minutes going over a list of topics he planned to talk about. Then he had to rush through at the end because there wasn't enough time to discuss them.

WS

Instructor very knowledgeable. I took this class for personal use.

EW

good could have been better

AC

I was very pleased with this webinar.

MG

I was left with more questions than answers. The webinar came to an end before I had time to ask them all.

MG

Good basic summary of what the forms are and the information on them. Well presented.

BF

Not to bad for a course that I wasn't sure of being any good. I knew most of the forms but learned a couple of different ones.

MV

Great information,

JC

Enjoyed every minute and was educated.

PWF

Presenter probably could have talked a lot longer, but I prefer the one hour format. Some of the material was very basic, but retirement accounts remain an interesting area. My-cpe always delivers quality content in relevant areas.

SC

Enjoyed the presentation.

CC

Easy to use, glad to have access to free CPE

FL

None to share

NG

Good experience.

JB

He was well knowledgeable and covered the topic very well.

KS

The program needs to end on time. There was one minute left in the scheduled program and many participants had to ASK for the final poll to be launched in order to get credit. Many of us have other meetings to get to, please consider being more timely in the future.

SR

I was well pleased with this webinar. Very easy to understand

PK

Content, slides, and presenter were fine. Tech was poor. Unlike other webinars (including others from myCPE), Zoom did not work online, so I had to select browser, and handouts would not complete the download.

MK

There were only 2 polls, other participants asked why only few polls too

BS

no

RH

N/A

RWH

The Presentation was okay. A request for the 2nd Poll by the Presenter was out of order He had not even covered the topic until after the poll was presented.

RWH

The Presentation at the beginning was all about the company he represented and should have been at the very end of the presentation which resulted in hurried talking about subject matter, jumping to examples that were not presented on the slide and trying to take notes matching what was said was difficult. There were a couple of slides shown that were not included in the handout.

$10
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IRA Contributions 2020 and 2021

  • Dec 10, 202104:00 PM EST
  • AFSP
  • CPA (US)
  • CFA
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Common IRS Forms Filed by IRA holders (How to report IRA transactions in a tax return)

Common IRS Forms Filed by IRA holders (How to report IRA transactions in a tax return)

  • Dec 21, 202111:00 AM EST
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  • 4.5
  • (370)
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Required Minimum Distributions

Required Minimum Distributions

  • Dec 28, 202112:00 PM EST
  • CPA (US)
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  • Dec 31, 202102:00 PM EST
  • AFSP
  • CPA (US)
  • CFA
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  • Tax Preparer
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  • 4.5
  • (419)
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Roth IRA Conversion CPE Course

Roth Conversions

  • AFSP
  • CFP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
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  • ChFC®
  • CSA
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  • CASL
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  • 4.8
  • (8)
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  • AFSP
  • CFP
  • CFE
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • ChFC®
  • FSCP®
  • CASL
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  • WMCP
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  • (35)
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  • Nov 26, 04:00 PM EST
  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5
  • (419)
FREE
Common IRS Forms Filed by IRA holders (How to report IRA transactions in a tax return)

Common IRS Forms Filed by IRA holders (How to report IRA transactions in a tax return)

  • Nov 24, 12:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5
  • (370)
$10
IRA Contributions 2020 and 2021

IRA Contributions 2020 and 2021

  • Nov 12, 02:00 PM EST
  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.6
  • (322)
$10
IRA Contributions 2020 and 2021

IRA Contributions 2020 and 2021

  • Oct 26, 10:00 AM EST
  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.6
  • (322)
$10
CE Course on Roth Conversions

Roth Conversions

  • Oct 28, 04:00 PM EST
  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5
  • (419)
FREE
Common IRS Forms Filed by IRA holders (How to report IRA transactions in a tax return)

Common IRS Forms Filed by IRA holders (How to report IRA transactions in a tax return)

  • Oct 15, 12:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5
  • (370)