CPA - medium firm
CPA - large firm
Other
In this course, you will learn about the changes Joe Biden has proposed for retirement savings and how they will affect you and your retirement. This course will provide an overview of the pros and cons of these changes. It will also provide you with some action steps you can take to prepare for the effect of these changes.
Learning Objectives:
- Define what the proposed changes are for your retirement
- Identify who will benefit from these changes
- List any potential pitfalls
- Determine what you can do to prepare for these changes
Dave Hall
The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500
Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this by using little-known tax and investment strategies many other advisors overlook.
As the Prosperity Guy founder, Dave now spends his time educating thousands of professional advisors on how they can get themselves and their clients to the zero percent tax bracket and transform their retirement.
About Our Presenter