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Free cpe webinars
Match Your Money with Your Profile for Optimal Retirement Success

MATCH YOUR MONEY WITH YOUR PROFILE FOR OPTIMAL RETIREMENT SUCCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 23, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

There are two main questions you must ask yourself when you retire. What do I want my money to do while I am alive and what do I want my money to do once I die? For most people, these questions can be answered without much effort, but ask them how they will structure their retirement income to allow these two things to happen and this is where things can get messy.

In this webinar, we will cover research from Dr. Wade Phau and Dr. Alex Murguia that can be used to help individuals like you determine which of four retirement income paths should increase your chance for retirement success. 

Learning Objectives:


  • Determine how to understand your retirement income style

  • Identify and understand the four main retirement income strategies

  • Summarize why matching strategy with style is so important 

  • List what role an advisor should play in your retirement

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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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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.