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Self-Study CPE
ELDER CARE PLANNING: THE CPA'S CRITICAL ROLE
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Choosing the Right Life Insurance for Your Retirement

CHOOSING THE RIGHT LIFE INSURANCE FOR YOUR RETIREMENT

This webinar was previously titled "LOOK BEFORE YOU LIRP: WHY ALL TAX-FREE RETIREMENT PLANS ARE NOT CREATED EQUAL"
Available Date(s)
Thursday, June 16, 2022: 9:00AM EDT
Friday, July 15, 2022: 3:00PM EDT

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

In this session, attendees will learn why a Life Insurance Retirement Plan (LIRP) is an essential tool in getting to the 0% tax bracket in retirement. Attendees will learn about the things to look for in a good LIRP. Attendees will also learn why many of the myths about LIRP are not true. You don’t have to love life insurance or even life insurance companies to listen to this webinar; you just have to like them a “little” more than you like the IRS.  

Learning Objectives:


  • Determine why all Life Insurance Retirement Plans (LIRP) are not created equal

  • Identify the benefits of using a LIRP as part of your overall retirement planning

  • Identify the four main benefits every LIRP should offer

  • Recall the top 10 myths against using a LIRP for your retirement

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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.

Additional Materials
Risk-Based Retirement Education & Resources for CPAs
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Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.