Content Provider

Middle toa
Self-Study CPE
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Free cpe webinars
Tax-Free Income for Life: How to Eliminate Risk in Retirement


Available Date(s)
Wednesday, June 10, 2020: 4:00PM EDT
Thursday, June 25, 2020: 9:00AM 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 session, you will learn why longevity risk and tax rate risk are the two main things that will derail your retirement and what you can do to eliminate them both. Retirement money needs to last longer than at any time in our history and the only way to make it last is by reducing the risks associated with it. You don’t have to love annuities or even annuity companies to listen to this webinar, you just have to like them a “little” more than you like a retirement plan that is at risk of running out of money before you die.  

Learning Objectives:

  • Discover why longevity risk and tax rate risk are such a problem for your retirement

  • Learn how you can also eliminate sequence of return risk, withdrawal risk, long-term care risk and inflation risk

  • Learn about what the Monte Carlo simulation has to do with your retirement

  • Understand the process toward tax-free income for life


Dave Hall

The Prosperity Guy
Managing Partner


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 founder of The Prosperity Guy, 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.

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

The Prosperity Guy is a retirement education company that is quickly becoming a top brand in the industry.  Dave Hall started the company in 2019, with one course.  Since that time, the company has continued to expand their offerings to include multiple courses, and a podcast on tax-free retirement.  If you are looking for high quality, up-to-date, tax-free retirement education you have come to the right place.