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Since the 1970’s most retirees have been using the traditional retirement plan as their primary model for retirement planning, unfortunately, this plan is often designed to benefit the advisors who sell them more than the clients who use them. In this webinar, you will learn what tools you can use to match your money with your retirement profile better. You will learn how the financial industry works and why current retirement planning may not be right for you. The webinar will conclude by helping you better understand how the new paradigm of retirement planning works and how you can take advantage of it to get safely through retirement. To get the most benefit from this webinar, it is recommended that you be at least age 50 or older (spouses are encouraged to attend).
This is the 2nd part of our Getting Safely Through Retirement series. To maximize your experience, please attend part one before attending this webinar. Please register for Part 1 here.
Learning Objectives:
- Recognize strategies that you can use to better meet your retirement profile
- Summarize how products insurance companies use can benefit your retirement
- Identify how the financial industry works
- Determine how becoming the boss of your retirement can lead to retirement success
- Describe the foundation for a risk-free retirement
- Outline why a stock/bond portfolio mix will not maximize your investment portfolio
- Define how principal-protected products can help your retirement
- Identify how risk-based retirement planning can help you get safely through retirement
Dave Hall
Retirement Risk Advisors
Founder
[email protected]
(855) 491-0400
Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.
To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.
Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.
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