Entrust Investment Services

Workbooks

Request planning workbooks from Entrust.

Share a few contact details and Entrust will follow up about the workbook that fits your planning question.

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Available workbooks

Built to make the first planning conversation more productive.

These resources gather context around benefits, taxes, income needs, investments, liquidity, and other planning details before a deeper conversation.

Workbook

Social Security Filing Workbook

A planning workbook for organizing Social Security filing questions, benefit timing, survivor benefits, taxation considerations, and retirement-income coordination.

Entrust will call verified requesters before granting workbook access.

Workbook

Tax Workbook

A workbook for gathering retirement-income tax questions, prior-year tax observations, income thresholds, Roth conversion considerations, and planning items to discuss with qualified tax professionals.

Entrust will call verified requesters before granting workbook access.

Workbook

Comprehensive Retirement Planning Workbook

A broader workbook for organizing income, investments, risk, tax sensitivity, benefits, liquidity needs, insurance, estate considerations, and planning priorities.

Entrust will call verified requesters before granting workbook access.

How access works

Start with a short request, then talk through the next step.

  • Submit the workbook request with name, email, and phone.
  • Entrust reviews the topic you selected.
  • A team member follows up before workbook access is granted.
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Request reviewed by Entrust

Share your contact information and the resource you would like to review. Entrust will follow up with next steps.

This resource request form is temporarily unavailable. Please call or email Entrust for assistance.

Important information

Workbooks are educational resources and do not create an advisory relationship. Please avoid submitting sensitive personal information through this request form.

Next step

Prefer to talk through the workbook first?

Schedule a conversation with Entrust to discuss your goals, income needs, tax considerations, and whether our approach is a fit.

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