CPA - medium firm
CPA - large firm
This interactive workshop is specifically designed for individuals aged 50 and older who are eager to live a life of purpose and leave a lasting legacy. The workshop will guide you through a structured process to help you live your best life in retirement, clarify the who, what, and why of your legacy, and identify the top 10 financial risks that could jeopardize your success. You will learn how risk-based planning is the key to getting you safely through retirement and ensuring that you can keep the commitments you’ve made to yourself and your loved ones. This workshop blends reflection, education, and action to help you craft a comprehensive plan for a meaningful and secure future. (Recommended for those 50 or older.)
Learning Objectives:
- Identify and define your life’s purpose, aligning it with your retirement and legacy planning goals
- Define the who, what, and why of your legacy, ensuring that your values are reflected in the legacy you intend to leave
- Recognize the impact of the top 10 financial risks, such as longevity risk, sequence of return, and inflation, that could threaten your retirement
- Evaluate how risk-based planning serves as the solution to mitigate financial risks so you can live your best life and leave a lasting legacy
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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