Evolving Retirement Law With Secure Act 2.0: The Challenges, The Changes & Your Choices

Available Date

Tuesday, July 18th, 2023: 10:00 AM Central
CPE Credits 1.0 hour
Course Level Basic
Prerequisites None

Course Description:

The creation of IRA’s and 401(k)s in the 1970s shifted retirement plans from being primarily employer-funded to now being employee-funded. Rather than improving retirement for most people, these changes have created a population that is not prepared for 30-40 years of permanent unemployment. In this webinar, we talk about the challenges facing those who are planning for retirement. Furthermore, we discuss what current changes have been made or have been proposed to help retirees deal with a new retirement landscape. In conclusion, we present a variety of options that will improve retirement plans by taking advantage of these changes.

Learning Objectives:

  • Evaluate why changes during the 1970’s impacted retirement plans forever
  • Identify challenges facing current retirees
  • List recent and proposed changes affecting retirees
  • Define options available to retirees to enhance their retirement



Mr. Hall,CPA. is one of the best speakers that you have. Not only does he have a full and complete knowledge of the material that he presents at each one of his webinars. He presents every topic with clear and concise language and pace to make the subject matter completely understandable.



Thank you for hosting the course. The instructor is amazingly knowledgeable, professional and efficient with time. A lot of helpful information is wrapping well in an hour. Amazing !!! I would join his hosting again and again for updating and rules and regs.

Marilyn Paquin (Marilyn J Paquin, CPA)

I don’t like to deal with retirement law because it takes too much time to stay current (and to comprehend). Dave Hall’s presentation moves efficiently through all the issues, providing reminders on many and telling me where I need to look deeper.

Jim Zaidain (James A. Zaidain, CPA)

Always learn new things from Dave. Especially as I have recently turned 67 but am still working full-time for a major company, I’m trying to learn and make any changes for my eventual retirement. Dave’s experience and knowledge is invaluable!


Spencer Francis (Reality Vision Consulting)

Dave Hall is an excellent presenter. Clear explanations, answers and good handout outline for reference. Look forward to attending future presentations by him.

Sally Colkett (Aveanna)

I always learn new things when I attend one of Dave Hall’s webinars! He is very knowledgeable and is very good at sharing and communicating that knowledge.

Elliott Ring (Elliott H. Ring, CPA, P.C.)

Dave knows his stuff as I have attended other webinars of his. Always something to learn from his presentations. If not for your clients, for yourself.

Judy Russell (Self-employed)

The key takeaway for me was defining expectations of things that ARE on the legislative agenda versus things that have been talked about.

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Jul 18 2023


10:00 am - 11:00 am

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Dave Hall


Dave Hall
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