A FRAMEWORK FOR YOUR RETIREMENT INCOME STRATEGIES

Available Date

Tuesday, August 9, 2022: 5:00 PM Eastern
CPE Credits 1 hour
Course Level Basic
Prerequisites None

Course Description:

If you are like most Americans, you’re concerned about saving enough for retirement. But to enjoy the retirement you envision, it’s also important to consider your transition into retirement – and your years spent in retirement, as well. In this webinar you will discover how the 4C’s of retirement can help provide a framework as you build your overall retirement strategy. 

Learning Objectives:

  • Determine where you are at and where you want to go with your retirement
  • Recognize what it will take to maintain your lifestyle in retirement
  • Calculate what it is going to cost you to live during retirement
  • Identify what it will take to add certainty to your retirement

Testimonials:

Tracy Banks (Clark County NV)

I love the laser-like focus of presenter, coupled with relatable stories – not only is he highly knowledgeable about his subject matter, you can also tell he is a good human being.

Zee Glavan (One Legacy Financial Group)

Thanks Dave for presenting all the material in an easy-to-understand manner. What I loved most was your logical, systematic approach to your 4Cs concept of retirement.

Reg Baker (Reg Baker, CPA LLC)

Always a pleasure to hear Dave speak!! His presentations are full of very useful information. I learn something new each time. Well done Dave!

Bruce Weinberg (Weinberg & Company)

I thought the gentleman presenting was very knowledgeable and right on point. I really felt he knew his information and was not reading a script.

Dina Wilson (Self Employed)

It’s always a high 5 point presentation for Dave. Thanks for sharing your expertise on the subject.

Maria Godoy (Jackson Hewitt)

Dave always has a wealth of information. I always enjoys taking his seminars.

ERLINDA DE JESUS (ERLINDA G DE JESUS CPA)

Excellent speaker with very organized and informative handouts on the topic.

David Levenstam (Purdue University Global)

Dave has a great, calm command of the details of a complex, emotional topic.

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Date

Aug 09 2022

Time

5:00 pm - 6:00 pm

More Info

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Location

CPAacademy (GOTO)
Category
Dave Hall

Organizer

Dave Hall
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