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When it comes to retirement planning, it is all about focus. But unfortunately, the focus for most people has been on how to get to retirement rather than how they are going to get through their retirement. Retirement will be the longest, self-imposed period of unemployment in your life, and you want to make sure you are ready to get through it. In this course, you will learn about eight risks facing your retirement and how you can create a retirement plan to reduce or eliminate these risks - even if you are in your 60’s or 70’s.
Learning Objectives:
- Identify eight of the top risks facing your retirement
- Recognize each of the eight risks and how damaging they can be to your retirement
- Determine how you can reduce or even eliminate risk in retirement
- Recognize how planning for retirement is as simple as a three-bucket system
Dave Hall
The Prosperity Guy
Managing Partner
dave@etrendsgroup.com
(844) 455-0500
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 Prosperity Guy founder, 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.
- 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.
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.
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