The retirement landscape is changing; unfortunately, it isn’t for the better. Recent surveys show that death is no longer the biggest fear for most retirees. 68% of current retirees say their biggest fear is running out of money before they run out of retirement, and it’s proving to be a valid concern since over 50% of them will die broke. Will you be one of them?
This webinar will expose why so many retirees are struggling to maximize their retirement assets. It will also cover why traditional risk tolerance questionnaires don’t work in retirement due to additional risks you will face in 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 part one of our two-part Getting Safely Through Retirement series. To maximize your experience, we recommend you register for both webinars. Please register for Part 2 here.
Learning Objectives:
- Recognize the two questions everyone must answer before planning for retirement
- Identify how becoming the boss of your retirement can improve retirement efficiency
- List the Top 10 Financial Risks Facing Your Retirement
- Determine how susceptible your retirement is to risk
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.
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.