Available Date: Wednesday, February 15, 2023: 3:00 PM – 5:00 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: None
Advanced Preparation: None

Course Description:

Many people think retirement planning is as simple as just socking away substantial amounts of money into their traditional retirement accounts like IRAs and 401(k)s. They believe that the income these accounts will produce, along with a base of Social Security will be enough to get them through retirement. Unfortunately, math and science are proving that this strategy is no longer working. The reason is that current retirees are faced with risks that prior generations did not have to worry about, and current retirement plans are not designed to eliminate these risks. In this course, you will learn about 8 financial risks facing your retirement and what you can do to reduce or eliminate each of them so that you can get to a safe and secure retirement.

Learning Objectives:

  • Recognize why the “old paradigm” of retirement planning no longer works
  • Identify 8 financial risks facing your retirement
  • Determine how each one of these risks will affect your retirement
  • Identify how you can reduce, or even eliminate each of these risks


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.


Feb 15 2023


3:00 pm - 5:00 pm

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