Risk-Based Retirement Resources and Planning for CPAs and Their Clients

We don’t just get you to retirement, we get you, safely through retirement.

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150,000+

Professionals Educated

15+

CPE Certified Webinars

3,000

Weekly Podcast Downloads

200+

Live Facebook Shows

The Challenge

67% of CPAs are afraid they will run out of money in retirement and it’s proving to be a valid concern, since over 50% of them will.

Will you be one of them?

How We Help

Our mission is to provide CPAs and their clients with the financial resources and strategies they need to make their retirement assets last as long as they do, so they can enjoy a safe and secure retirement. We do this by offering a simple four step system that includes the following resources to help CPAs and their clients navigate the risks facing their retirement so they can reduce or eliminate the chance of running out of money before they pass away.

Tools and
Resources

Ranging from blogs, articles, and guides, we provide easily accessible information to help you get through retirement.

Personal
Planning

The certified Retirement Risk Advisors we work with help formulate a risk-based plan to meet your retirement needs and wants.

Podcasts

Each Friday listen to a new episode of the Retirement Risk Show for the best advice and knowledge on retirement.

Live Q & A
Shows

Watch live every Wednesday at 11:00AM Central on Facebook or Youtube where your retirement questions are answered.

Strategic
Partners

We connect you with experts in Social Security, Medicare, wealth management, and more to help you navigate the pitfalls in your retirement.

Where to Begin - Step 1

Get started by signing up for our 2-hour flagship CPE webinar “Getting Safely Through Retirement.” This webinar teaches CPAs and their clients about the top 10 financial risks facing their retirement, what impact these risks can have on their retirement, and what action can be taken to reduce or eliminate these risks.

Flagship Presentation - Getting Safely Through Retirement

Qualifies for 2 Hours of CPE

Knowledge Becomes Power When It Leads to Action

Download our brochure on the 10 financial risks CPAs will face in retirement.

Who We Are?

Retirement Risk Advisors is a retirement education and resource company for CPAs and their clients. Our team is made up of professionals who are committed to CPAs and their clients successful retirement. We live by the moto: “Don’t recommend anything for someone else’s retirement you wouldn’t recommend for your own retirement if you were in the same situation.”

Testimonials

"Highly informative. One of the best presentations I've seen in retirement planning. Not to be missed."

Walter Deverell

"Dave Hall is one of your very best presenters. I have enjoyed several of his sessions and will continue to watch for more!"

Glenn Van Dyk

"Hands down, Dave Hall is one of the best speakers/presenters. He is very knowledgeable and offers great insight to each question that is asked. Great presentation!"