For over 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Along with providing excellent service, one of our core values has always been education. We consistently strive to grow our educational resources for both investors and professionals, and over the years, we have taught thousands of retirement professionals everything they need to know about IRAs.
For the last seven years, we have hosted our IRA Academy, a world-renowned masterclass designed specifically to teach professionals about IRAs in an accessible and engaging way. As experts in the field, we are delighted to offer IRA Academy as resource for others in the IRA retirement space. This workshop has enhanced the careers of professionals from companies like TD Ameritrade, Solera Bank, and a host of other financial institutions.
Whether you are getting started or ready to become an expert, we’re committed to helping you take control of your professional future.
Meet Your Instructor
As the Director of Professional Development at The Entrust Group, John Paul Ruiz is an expert in retirement plan tax law, retirement plan operations, IRS rules and regulations, and institutional relationships. To complement his 27+ year career within the retirement and financial industries, John Paul holds QKA and CISP certifications. His experience offers valuable insights on the retirement industry to help serve you better.
"Throughout this whole year, there are concepts he’s brought up that I’ve used with my clients. It stuck with me. A lot of people think IRAs are super boring. He makes it fun, he makes it interesting and very memorable." - Kreighton Reed of Solera Bank
"John Paul Ruiz is an excellent speaker. He makes a subject that can be very hard, and very boring, very good and makes it very easy to understand what is happening. I would recommend it to other colleagues and friends." - Voinda Garrett of American National Bank & Trust Co.
"IRA Academy is awesome. I have been working in IRAs for a long time and there are certain things I have not been able to connect. JP delivers the information in such a comprehensive way." - Kareth Parker of Solera Bank