INVESTMENT & DISTRIBUTION PITFALLS FACING YOUR RETIREMENT
Available Date
Course Description
You may be shocked to learn that most diversified retirement portfolios are not really diversified. Or that there is an order for liquidating retirement assets to maximize their longevity. In this webinar, we will cover both topics and more to help you better understand the sequence of return and withdrawal rate risk and how they will both have an impact on your retirement.
Learning Objectives
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- Evaluate the impact of a dramatic market loss on your portfolio
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- Identify the two types of investment risk
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- Determine what happens if you withdraw money too quickly from your portfolio
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- Recall what happens if you get the wrong sequence of returns on your investments
Testimonials
DELFIN FACUNDO (Delfin A. Facundo Jr. CPA)
“Superb presentation! This topic and other investment/retirement topics he has been lecturing are a MUSTS for everyone, cpas’s or non-cpa’s.”
Boyd Ruff (Islamic Reporting Initiative)
“This is a must attend CPE for anyone giving retirement advisement.”
Christina Perlis (The Valley Hospital)
“Excellent presenter. Good tips! Would definitely recommend.”
Susan Arno (Susan Arno)
“Amazing coverage of the topic, great presenter.”
Sherry Mize (Sherry Mize)
“Dave Hall’s webinars are the best!”
NORMA SCHLESSELMAN (Norma J Schlesselman)
“Great Seminar as always”
JAY JACOBS (Jay Jacobs CPA)
“DAVE HALL IS THE BEST”
Beth, MN
“Dave Hall is one of the best presenters I have had the pleasure to see/hear.”
Date
- Apr 13 2023
Time
- 9:00 am - 10:00 pm
More Info
Location
Organizer
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Dave Hall