GETTING SAFELY THROUGH RETIREMENT – Portfolio Management and Principal Protected Products

Available Date: Friday, April 28, 2023: 2:00 PM – 4:00 PM Central 

Cost: Free
CPE Credits: 2.0 Credits
Subject Area: Specialized Knowledge
CE Credits: 0.0 hours
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: Getting Safely Through Retirement- Building a Strong Foundation
Advanced Preparation: None

Course Description:

If you want your money to last as long as you, do you need to invest it in a way that allows this to happen. In this webinar we will cover the impact a dramatic market loss could have on your retirement portfolio and whether asset allocation alone is enough to protect your portfolio. We will discuss the two types of investment risk your assets will face in retirement. We will introduce two principal protected products insurance companies offer and cover how these products can help reduce the financial risks facing your retirement.

Learning Objectives:

  • Understand the two types of investment risk
  • Learn whether “asset allocation” alone is enough to protect your portfolio
  • Identify how annuities work and the benefits of a fixed indexed annuity in providing retirement cash flow
  • Recognize the three types of permanent insurance and the benefits of an indexed universal life policy


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:

The event is finished.


Apr 28 2023


2:00 pm - 4:00 pm

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