Content Provider
Rra side color 01 01

Middlebanner excelceo05072024
Self-Study CPE
RETIREMENT MASH-UP: EXPERT STRATEGIES FOR MODERN RETIREMENT READINESS
View Details/Register
INTRODUCTION TO ANNUITIES IN 2024
View Details/Register
INTRODUCTION TO LONG-TERM CARE IN 2024
View Details/Register
AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
View Details/Register
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
View Details/Register
AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
View Details/Register
ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
View Details/Register
FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024
View Details/Register
THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
View Details/Register
INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
View Details/Register
Free cpe webinars
Don't Play the Lottery With Your Retirement: 5 Lessons Learned

DON'T PLAY THE LOTTERY WITH YOUR RETIREMENT: 5 LESSONS LEARNED

Available Date(s)
Monday, May 13, 2024: 4:00PM EDT
Thursday, June 13, 2024: 10:00AM 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

What do retirees and lottery winners have in common? They are both running out of money at alarming rates. The statistics show that around 70% of lottery winners will be broke within five years and around 50% of retirees will be broke before they pass away.

In this webinar, you will learn about the top 5 mistakes that both broke lottery winners and retirees make that impact their future success. You will also learn what can be done to overcome each of these mistakes in your retirement before it's too late. This is a must-attend webinar for those who feel uncertain about their retirement and are open to a new paradigm in retirement planning. 

Learning Objectives:


  • Identify why income is more important than assets in retirement 

  • Determine why retirement wealth is often overestimated 

  • Recognize the role that financial professionals play in your retirement 

  • Outline why the first few years of retirement are so important to future success

Linkedin
Rra side color 01 01

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.


 User-added image  User-added image

Additional Materials
Risk-Based Retirement Education & Resources for CPAs
Events
Webinar Technical FAQs
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

Rra side color 01 01

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.