The Changing World of Retirement

Available Date:

Saturday, May 18th, 2024: 10:00 AM Central
CPE Credits 4.0 hour
Subject Area 4.0 –Specialized Knowledge
CE Credits 0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None

Many of the retirement strategies utilized by today’s financial planners were brought about in the 20th century and have grown outdated. This class will compare-and-contrast the old retirement paradigms that are still being used by many advisors with the new retirement paradigms of today.

Many of your ancestors enjoyed certainty in their retirement because of pensions, Social Security, and limited longevity. You live in a world, where pensions are a thing of the past, Social Security is going broke and longevity is off the charts. All of this means your retirement planning will need to look different because you will face risks in your retirement that no other generation has had to endure. In this class you will learn what you need to do to insulate yourself from the risks facing your retirement, so you do not run out of income before you run out of retirement.

Learning Objectives:

  • Determine if you have enough money to retire and stay retired
  • Improve your retirement income streams
  • Safeguard against market loss during retirement
  • Avoid the three basic pitfalls of retirement distribution planning
  • Maximize Social Security income and minimize taxation on the benefits
  • Evaluate the benefits of Roth Conversions
  • Insulate your income from a rising tax rate environment
  • Understand why long-term care could destroy your retirement


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.


May 18 2024


10:00 am - 2:00 pm

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Dave Hall


Dave Hall

Other Organizers

Brian Britt
Brian Britt
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