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Free cpe webinars
Getting Safely through Retirement: A New Paradigm in Retirement Planning

GETTING SAFELY THROUGH RETIREMENT: A NEW PARADIGM IN RETIREMENT PLANNING

Available Date(s)
Monday, September 27, 2021: 4:00PM EDT

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Many people think retirement planning is as simple as just socking away substantial amounts of money into their traditional retirement accounts like IRAs and 401(k)s. They believe that the income these accounts will produce, along with a base of Social Security, will be enough to get them through retirement. Unfortunately, math and science are proving that this strategy is no longer working. The reason is that current retirees are faced with risks that prior generations did not have to worry about, and current retirement plans are not designed to eliminate these risks. In this course, you will learn about ten financial risks facing your retirement and what you can do to reduce or eliminate each of them so that you can get to a safe and secure retirement. 

Learning Objectives:


  • Recognize why the “old paradigm” of retirement planning no longer works

  • Identify ten financial risks facing your retirement

  • Determine how each one of these risks will affect your retirement

  • Identify how you can reduce or even eliminate each of these risks

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Dave Hall

The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500

Prosguy3

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.

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.
Handout Materials
Presentation Slides
Nasba

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

Prosguy3
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.