Content Provider
Rra side color 01 01
Middlebanner capstan12132023
Handout Materials
Presentation Slides
Additional Materials
Risk-Based Retirement Education & Resources for CPAs
Summary of Secure Act 2.0
Webinar Technical FAQs
Free cpe webinars
Evolving Retirement Law With SECURE Act 2.0: The Challenges, Changes & Choices


Cost $12.50
Presentation Length 1.0 hour

Recorded DateNovember 20, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

The creation of IRAs and 401(k)s in the 1970s shifted retirement plans from being primarily employer-funded to now being employee-funded. Rather than improving retirement for most people, these changes have created a population that is not prepared for 30-40 years of permanent unemployment. In this webinar, we talk about the challenges facing those who are planning for retirement. Furthermore, we discuss what current changes have been made with the passing of Secure Act 2.0 to help retirees deal with a new retirement landscape. In conclusion, we present a variety of options that will improve retirement plans by taking advantage of these changes.

Learning Objectives:

  • Evaluate why changes during the 1970s impacted retirement plans forever 

  • Identify challenges facing current retirees 

  • List recent changes from Secure Act 2.0

  • Define options available to retirees to enhance their retirement

Not logged
Rra side color 01 01

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.

User-added image

About Our Presenter

Rra side color 01 01

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.