Match Your Money With Your Profile for Optimal Retirement Success

Available Date:

Thursday, August 22nd, 2024: 9:00 AM Central
CPE Credits 1.0 hour
Subject Area 1.0 –Specialized Knowledge
CE Credits 0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None

There are two main questions you must ask yourself when you retire. What do I want my money to do while I am alive and what do I want my money to do once I die? For most people, these questions can be answered without much effort, but ask them how they will structure their retirement income to allow these two things to happen and this is where things can get messy.

In this webinar, we will cover research from Dr. Wade Phau and Dr. Alex Murguia that can be used to help individuals like you determine which of four retirement income paths should increase your chance for retirement success.

Learning Objectives:

  • Determine how to understand your retirement income style
  • Identify and understand the four main retirement income strategies
  • Summarize why matching strategy with style is so important
  • List what role an advisor should play in 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:

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Aug 22 2024


9:00 am - 10:00 am

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Dave Hall


Dave Hall
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