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Self-Study CPE
RETIREMENT MASH-UP: EXPERT STRATEGIES FOR MODERN RETIREMENT READINESS
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INTRODUCTION TO ANNUITIES IN 2024
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INTRODUCTION TO LONG-TERM CARE IN 2024
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AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
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DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
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Free cpe webinars
The Foundation for a Secure Retirement—What You Should Know About Social Security, Medicare, Long-Term Care & Elder Abuse

THE FOUNDATION FOR A SECURE RETIREMENT

Cost Free
CPE Credits 4.0 hours
Subject Area 4.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

A secure retirement is built on a foundation of wise choices. In this session, you will gain the knowledge you need to reduce, or even eliminate, the risks facing your retirement from Social Security, Medicare, long-term care, and elder abuse. 

Most people will spend more time planning their next vacation than they will planning for their retirement.  This trend needs to change, and this session is your opportunity to invest in your retirement so you can build the foundation needed for a secure retirement.  Make a wrong choice, and any one of these risks could destroy your retirement. 

Learning Objectives:


  • Identify what benefits are available through the Social Security program

  • Determine what the right age is for claiming Social Security benefits

  • Recognize the four parts of Medicare and what options are available

  • Describe the consequences of making the wrong Medicare choice

  • List the four methods for handling a long-term care event

  • Evaluate how a long-term care event could destroy a well-planned retirement

  • Summarize what can be done to prevent elder abuse

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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.


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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.
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

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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.