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What a Joe Biden Presidency Means for Your Retirement

WHAT A JOE BIDEN PRESIDENCY MEANS FOR YOUR RETIREMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 21, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall

The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500

Prosguy3

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 Sponsor

Guideline
We’re a team of entrepreneurs, investment pros, and technologists who are building better ways to plan for the future.

We're the only 401(k) provider that doesn't charge employees any fees on investments. And for employers, we offer transparent monthly pricing, in contrast to the asset-based fee model predominant in the industry.

By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what's, unfortunately, become the retirement industry status quo — legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.