Content Provider

Middle profitstance200122
Self-Study CPE
View Details/Register
View Details/Register
Free cpe webinars
How to Retire Free: A 3 Bucket System


Available Date(s)
Tuesday, March 24, 2020: 10:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Specialized Knowledge
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this course you will learn a new approach to retirement planning and how it can provide for a more secure tax-free retirement than the traditional planning model most CPAs and financial planners have been using for the last fifty years.  You will understand why traditional 401(k) and IRA’s are ticking time bombs the government can’t wait to go off.  You will also learn about the discount the government is currently offering for those who are willing to change the way they plan for retirement.

Learning Objectives:

  • Help attendees better understand the current financial situation in America

  • Explain why a population glitch will cause major problems with current retirement plans

  • Explain why a traditional 401(k) or IRA is a ticking time bomb the government can’t wait to go off

  • Provide an understanding of how the new way of financial planning is as simple as 3 buckets


Dave Hall

Etrends Group
Managing Partner


Dave Hall is the managing partner at Etrends Group, a privately held company whose mission is to provide the “more” for those individuals who expect MORE out of life.  As a thought leader, Dave has spent his career finding the latest strategies available in the market to help improve the financial position of others.  Dave’s considers his greatest business accomplishment his new membership site, Prosperity Academy Plus.  This site took him, and his business partner, over a year to design and create, but it has become a place where individuals can go to finally gain the knowledge and tools they need to take control of their finances.  Dave is a published author, public speaker and currently hosts his own podcast “The Prosperity Gap with Dave Hall”. 

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

We are a full service CPA firm that specializes in helping our clients build success.  

Our firm is made up of partners and employees from both the US and Puerto Rico, which gives us a unique advantage over many Accounting firms.