Available Date

Thursday, April 13th, 2023: 2:00 PM Central
Cost Free
CPE Credits 2 Hours

Course Description:

With over a million different options available for you to structure your retirement the process can seem overwhelming, but it doesn’t have to be. In this webinar, you will learn about a simple “3 Bucket System” you can use to get the most out of your retirement assets. You will learn how each of these buckets works and how much money you should have in each bucket to maximize your income during periods of rising taxes. We will cover Roth accounts, taxation of Social Security and how the order of liquidation can impact your retirement cash flow.

Learning Objectives:

  • Determine what the taxable, tax-deferred, and tax-free buckets are
  • Understand how much money you should put into each bucket to maximize your retirement
  • Describe Roth accounts and why they are our favorite tax-free investment
  • Identify the impact Social Security taxation can have on your cash flow in retirement
  • Summarize how the order you liquidate your assets can benefit your retirement


Elizabeth Stanford (Mudgett, Jennett & Krogh-Wisner, P.C.)

This certainly peaks the interest and I recommend it for anyone in their 50’s or within 15 years of their planned retirement. A sister seminar should be taught to those under 50 so that they don’t get into the Tax risk predicament many of us are already in.

Robert Pellegrini (R.H. Pellegrini, CPA)

Finally, someone that addresses ALL of the issues and risks associated with retirement An hour and one half presentation only addressed the tips of the retirement icebergs that are present in today’s environment.

Sue Cabrera (Santa Clara Valley Transportation Authority)

This is the third webinar I have attended that was presented by Dave. I thought I knew everything about sources of retirement income. This was an eye-opener and an actionable item on my financial planning.

Reginald Hodge (RI Hodge & Associates)

The webinar was very informative. There were many ideas and concepts that I plan to implement for my family. It was helpful to be able print the slides before the start of the presentation.

Terry Miller (Rocky Ford Family Health Center)

Mr. Hall was a knowledgeable and engaging presenter. His use of comparative examples helped me understand the differences between an okay retirement plan and a great one!

Angela Smith (Oklahoma City Public Schools)

Very informative! Dave Hall explains risks and options in a very conversational way that anyone can understand, which takes the fear out of retirement planning.

Jerry Tomic (Kearney & Co.)

Great information about preparing for retirement and got me thinking about other pieces that i need to do before the day actual day comes for me to retire.

Gordon Dirksen (Anthem, Inc)

I love Dave Hall’s webinars!! They are the best, and they better prepare us for reaching retirement and beyond. Everyone should take his webinars!!!!!!

The event is finished.


Apr 13 2023


2:00 pm - 4:00 pm

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Dave Hall


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