Financial Resource Academy
Retirement education, livestream workshops, and practical resources.
Explore educational articles, request available resources, and register for livestream workshops from Financial Resource Academy, An Educational Division of Entrust Investment Services.
Education focus
Topics that matter before and during retirement.
Financial Resource Academy is built around practical education for people who want to make more informed retirement decisions.
Social Security decisions
Learn how filing age, spousal benefits, survivor benefits, taxes, and retirement timing can affect the claiming conversation.
Retirement income planning
Explore topics that can help you think through income sources, withdrawal strategy, and the tradeoffs that come with retirement cash flow.
Tax-aware retirement topics
Review educational concepts around Roth conversions, required distributions, charitable strategies, and income taxation.
Medicare and timing
Understand why Medicare enrollment, retirement date, and income decisions often need to be considered together.
Livestream workshops
Attend educational workshops online and follow along with practical materials when they are available.
Questions to ask
Leave with clearer questions to discuss with qualified financial, tax, and legal professionals before making decisions.
Workshops
Register for livestream education.
Join available online workshops and request the materials connected to those sessions.
Podcast
Podcast episodes.
Watch Financial Resource Academy podcast conversations inside the academy site.
Financial Resource Academy Podcast
Available in the FRA video library
Podcast episodes and retirement education conversations from Financial Resource Academy are available inside the academy video library.
View episodesBlog
Recent articles.
Read educational articles on retirement planning, income strategy, taxes, and related topics.
A Strategic Guide to Retirement Planning for the Soon-to-Be Retiree
A step-by-step retirement planning overview covering lifestyle goals, costs, income sources, investments, taxes, healthcare, and estate planning.
What the 2026 Social Security Trustees Report Means for Your Retirement Plan
The 2026 Trustees Report does not say Social Security is disappearing, but it does show why retirement plans should be stress-tested for benefit changes, Medicare costs, taxes, and longevit...
Why Your Covered Call Portfolio Isn’t Working
Covered call strategies require diversification, discipline, active review, and a clear separation between option cash flow and capital gains.