retirement, risk, solutions, education, benefits, elder abuse, medicare, inflation, withdrawal risk, sequence of return, longevity risk, tax rate, social security, financial risk, finance, Dave Hall, Retirement Risk Advisors, CPA, tax accountant

Getting Safely Through Retirement – Master Class PT. 2

Available Date: Tuesday, July 2nd, 2024: 3:00 PM – 5:00 PM Central 

Cost: Free
CPE Credits: 2.0 Credits
Subject Area: Specialized Knowledge
CE Credits: 0 hours
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: Masterclass Pt. 1
Advanced Preparation: None


Course Description 

Since the 1970’s most retirees have been using the traditional retirement plan as their primary model for retirement planning.  But unfortunately, this plan is often designed to benefit the advisors who sell them more than the clients who use themIn this webinar you will learn what tools you can use to better match your money with your retirement profileYou will learn about how the financial industry works and why current retirement planning may not be what is right for youThe webinar will conclude by helping you better understand how the new paradigm of retirement planning works and how you can take advantage of it to get safely through retirement.  To get the most benefit from this webinar, it is recommended that you be at least age 50 or older (spouses are encouraged to attend). 
This is the 2nd part of our Getting Safely Through Retirement series. To maximize your experience, please attend part one before attending this webinar.  
Please register for Part 1 here.

Learning Objectives:  

  • Learn about strategies that you can use to better meet your retirement profile    
  • Understand how products insurance companies use can benefit your retirement 
  • Identify how the financial industry works 
  • Determine how becoming the boss of your retirement can lead to retirement success   
  • Describe the foundation for a risk-free retirement 
  • Understand why a stock/bond portfolio mix will not maximize your investment portfolio 
  • Know how principal protected products can help your retirement 
  • Understand how risk-based retirement planning can help you get safely through 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!!!!!!


For more information regarding refund, concerns and program cancellation policies, please contact our offices at 855-491-0400.

Presented by Retirement Risk Advisors

Retirement Risk Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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Jul 02 2024


3:00 pm - 5:00 pm

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