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Getting Safely through Retirement: A New Paradigm in Retirement Planning

GETTING SAFELY THROUGH RETIREMENT: A NEW PARADIGM IN RETIREMENT PLANNING

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 30, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Many people think retirement planning is as simple as just socking away substantial amounts of money into their traditional retirement accounts like IRAs and 401(k)s. They believe that the income these accounts will produce, along with a base of Social Security, will be enough to get them through retirement. Unfortunately, math and science are proving that this strategy is no longer working. The reason is that current retirees are faced with risks that prior generations did not have to worry about, and current retirement plans are not designed to eliminate these risks. In this course, you will learn about ten financial risks facing your retirement and what you can do to reduce or eliminate each of them so that you can get to a safe and secure retirement. 

Learning Objectives:


  • Recognize why the “old paradigm” of retirement planning no longer works

  • Identify ten financial risks facing your retirement

  • Determine how each one of these risks will affect your retirement

  • Identify how you can reduce or even eliminate each of these risks

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.


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About Our Presenter

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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.