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Cpe webinars
The Changing World of Retirement

THE CHANGING WORLD OF RETIREMENT

This webinar takes place on Retirement Risk Advisors webinar platform.
Available Date(s)
Saturday, April 20, 2024: 11:00AM EDT

Cost Free
CPE Credits 4.0 hours
Subject Area 4.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Many of the retirement strategies utilized by today’s financial planners were brought about in the 20th century and have grown outdated. This class will compare and contrast the old retirement paradigms that are still being used by many advisors with the new retirement paradigms of today. 

Many of your ancestors enjoyed certainty in their retirements because of pensions, Social Security, and limited longevity.  You live in a world where pensions are a thing of the past, Social Security is going broke, and longevity is off the charts.  All of this means your retirement planning will need to look different because you will face risks in your retirement that no other generation has had to endure.  In this class, you will learn what you need to do to insulate yourself from the risks facing your retirement so you do not run out of income before you run out of retirement.

Learning Objectives:


  • Determine if you have enough money to retire and stay retired

  • Recognize how to improve your retirement income streams

  • Outline how to safeguard against market loss during retirement

  • Identify how to avoid the three basic pitfalls of retirement distribution planning

  • Determine how to maximize Social Security income and minimize taxation on the benefits

  • Evaluate the benefits of Roth conversions

  • Identify how to insulate your income from a rising-tax-rate environment

  • Identify how long-term care could destroy your retirement

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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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Brian Britt serves as Founder and Senior Retirement Strategist for CLEARWEALTH Asset Management, Inc. providing comprehensive wealth management strategies for private clients nationwide.
 
As a holistic top-down retirement planner and fiduciary, Brian designs financial plans for his clients that serve as a roadmap to create a step-by-step plan that addresses their future retirement and lifestyle goals. His clients can choose from a vast array of solutions that are best suited to meet their needs including a broad range of custodians that offer multiple products and custom designed investments.

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Alisha is a Junior Advisor with Retirement Risk Advisors, a Social Security expert, and a Series 65 licensed Independent Advisor Representative with Brookstone Capital Management. She has always had a passion for helping others. Alisha's academic background is in Human Development – which is understanding people and how to help them in the various stages of their lives.

Frequently Asked Questions
  • 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.
Handout Materials
Presentation Slides
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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

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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.