Content Provider
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Handout Materials
Presentation Slides
Cpe webinars
The Changing World of Retirement


Cost $40.00
Presentation Length 4.0 hours

Recorded DateSeptember 23, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
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the retirement strategies utilized by today’s financial planners were brought about in the 20th century and have grown outdated.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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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.