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Free cpe webinars
Paychecks and Playchecks

PAYCHECKS AND PLAYCHECKS

Available Date(s)
Friday, May 21, 2021: 4:00PM EDT
Tuesday, June 15, 2021: 10:00AM EDT
Monday, July 12, 2021: 11:00AM 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

Many people believe that a “happily-ever-after” retirement is no longer possible. Pensions are disappearing, government programs like Social Security are running out of money, and people are living longer than ever. Tom Hegna’s “Paychecks and Playchecks” presentation serves to prove that a “happily-ever-after” is still achievable. Tom will share the mathematical and scientific facts behind an optimal retirement and will teach you how to mitigate risks in retirement so YOU can retire happy and worry-free.

Learning Objectives:


  • Determine how to avoid living in a “just-in-case” retirement

  • List the different risks in retirement and how to address them

  • Identify the dangers of inflation for a retirement plan

  • Recognize what mortality credits are

  • Determine how to use life insurance and annuities to get guaranteed income in retirement that you can never outlive

Linkedin

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.

Linkedin
Tomhegnalogo

Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been a top-rated industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories.

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.