Many of the retirement strategies utilized by today’s financial planners were brought about in the 20th century and have grown outdated. This class will compare and contrast the old retirement paradigms that are still being used by many advisors with the new retirement paradigms of today.
Many of your ancestors enjoyed certainty in their retirements because of pensions, Social Security, and limited longevity. You live in a world where pensions are a thing of the past, Social Security is going broke, and longevity is off the charts. All of this means your retirement planning will need to look different because you will face risks in your retirement that no other generation has had to endure. In this class, you will learn what you need to do to insulate yourself from the risks facing your retirement so you do not run out of income before you run out of retirement.
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.
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