The Top 15 Reasons Why People Run Out of Money in Retirement

Available Date

Thursday, December 28th, 2023: 9:00 AM Central
CPE Credits1.0 hour
Subject Area1.0 – Specialized Knowledge
CE Credits 0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None

Retirees are running out of money at an alarming rate.  Much of this dilemma is caused by mistakes retirees make in early retirement years without understanding the long-term financial impact of those decisions.

In this webinar, attendees will learn the top 15 mistakes retirees are making that impact their financial stability in retirement and what can be done to avoid these same mistakes. Nobody wants to start retirement with enough money to retire and then run out of money during retirement due to poor decisions.

Learning Objectives:

    • Define why so many retirees are running out of money in retirement
    • Identify some of the strategies to maximize your money in retirement
    • Recall how good decisions with Social Security and Medicare can improve your retirement
    • Determine the impact of shock and aspirational expenses on your retirement


        John Bookout (NA)

        Dave goes at a good pace that keeps one interested, provides a good deal of information and makes the time go quickly. I always like his webinars.

        Pam Myhra (Self-Employed)

        I always learn something from Dave Hall’s presentations that I can share with my colleagues. Well done!



        If you want to learn how to protect yourself in your retirement years, this class is for you.


        Shoncy Williams (Goshen Wealth Advisors)

        Dave was very informative and I gained some valuable insights to share with my clients


        Shirley Mcclung (McClung & McClung CPAs)

        Great speaker., great experience Knows his subject. Worth your time.


        Marly Colmenares (JP Morgan Chase)

        Excellent webinar, very informative and useful


        Jeff Ira (Self)

        As always, first class!!!


        mary SCANTLEBURY (maryscantlebury)

        Thank you nicely done.

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        Dec 28 2023


        9:00 am - 10:00 am

        More Info

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        Dave Hall


        Dave Hall
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