Event Profile

CAIA Seattle presents Tap into Retirement Plan Dollars for Alternative Asset Investing

Date(s):
April 20, 2021
Note:
All times listed are in local time
Venue:
Webinar
 
Fee(s):
Free Event
Description:
CAIA Seattle present:
Tap into Retirement Plan Dollars for Alternative Asset Investing with John Paul Ruiz of The Entrust Group 
 
There are 33 trillion dollars in retirement plans. Whether you are an advisor helping clients or an individual investor, join us on April 20th at 3:30 PM PT to learn how to unlock the power of retirement plan capital for investing in alternative investments. We will discuss the various platforms available, rules and regulations, and how to get started in a broader utilization of your retirement plan assets.

Date and Time:
Tuesday, April 20, 2021
3:30 - 4:30 PM PT
 

Find it on Map

Webinar
Documents to share:
John Paul Ruiz
Organization: The Entrust Group


John Paul Ruiz has spent more than 25 years as a consultant and trainer in the retirement and financial services industry. Prior to joining The Entrust Group, Ruiz served as the Vice President of Professional Development for Integrated Retirement Initiatives, LLC. His responsibilities involved developing and delivering retirement plan training to financial advisors as well as compliance personnel to some of the largest institutions offering retirement products and solutions.