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Helping Your Clients Become Millionaires

HELPING YOUR CLIENTS BECOME MILLIONAIRES

Cost $12.50
Presentation Length 1.0 hour

Recorded DateDecember 15, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

In this course, Tom shows how simple it is to become a millionaire in America today. He shows how every one of your clients will earn millions over their careers. But how much of it will they keep?

He discusses the three key steps to becoming a millionaire. First, he’ll review why it is important to make more money and how to accomplish that by working hard to get very good at what you do, remembering the importance of Ikigai. Second, he’ll share that most Americans spend too much of the money they make and will provide simple steps to change this problem. Finally, he’ll show the importance of investing in APPRECIATING assets.

This approach sounds easy, but, with markets near all-time highs and interest rates near all-time lows, it can get complicated. Tom will also show how financial health is tied directly to physical health, emotional health, and mental health. This course will help you build relationships with your clients, especially your younger clients.

Learning Objectives:


  • Justify why most Americans can become millionaires if they truly want to become one

  • Compile some ways you can make more money

  • Determine how it is possible to spend less when everything seems to cost more

  • Define the two things that keep most people from becoming millionaires

  • Identify how to invest in appreciating assets

  • Recall why the market has averaged 12% per year since 1924 but the average person averages 2.5%

  • Give examples of how financial health is tied to physical health, emotional health, and mental health

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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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Tom Hegna

TomHegna.com
President
tom@tomhegna.com
(855) 866-4346

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Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been a top-rated industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist,

Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories.

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.