THE VOLATILITY SHIELD: HOW TO MAKE YOUR RETIREMENT INCOME LAST 15 YEARS LONGER

Available Date

Monday, April 10th, 2023: 11:00 AM Eastern
Cost Free
CPE Credits 1 Hour

Course Description:

Getting to retirement is the easy part. Making sure you don’t run out of money before running out of retirement is the hard part. In this course, you will learn a simple solution to eliminating two of the most significant risks facing your retirement; sequence of return and withdrawal rate risk. If not addressed, the sequence of return and withdrawal rate risk can derail your retirement assets up to 15 years sooner than if you eliminate them.  

Learning Objectives:

  • Recall why the sequence of return and withdrawal rate risk is such a problem in retirement
  • Identify what a safe withdrawal rate is in retirement
  • Identify why the average annual rate of return is useless once you retire
  • Determine a simple solution you can use to eliminate sequence of return and withdrawal rate risk

Testimonials:

FREDERICK B MUNSON (ACCOUNTING SERVICES)

The PRESENTER-DAVID HALL provided many Helpful Topics-Such as Diversified Assets,Long-Term Care Insurance,and Universal Guaranted Life Insurance,as Well as Variable Annuities. i Would Like to Receive his Book-Protecting against Volitility in your Retirement Years. Thank YOU-GOOD WEBINAR.

    

Patricia Donohue (GoCruit)

I have taken a few of “The Prosperity Guy” webinars, and each time I walk away armed with real world knowledge. His strategy for maximizing retirement wealth is analytical, comprehensive, and out of the box thinking that you are not hearing from other financial consultants. Thanks for bringing this guru to CPA Academy!

    

Michael Bay (Intuit Turbo Tax Live)

Dave Hall’s insights and suggestions were spot on! The best retirement risk assessment I have witnessed, and I have set through a bunch! Risk associated with market volatility and size of distributions has always been a concern of mine, but Dave defined and solidified the two single risks in my retirement portfolio.

  

Yuichi Iwata (Client Accounting & Audit Services)

Another great presentation by Dave! He effectively explained the fallacy behind basing retirement decisions on average annual returns. He then explained why we should all considering creating a “volatility shield” in order to avoid volatility risks associated with traditional tax-deferred financial instruments.

    

Lorna Anderson (HRB Resources LLC)

Second time I have sat and listened and gleaned every bit of information “The Prosperity Guy” had to offer and like before I was not disappointed. Not only for my clients but I am finding his webinars beneficial for myself. Everyone get on board! Great job! Thank you for sharing!

 

Collette Ngewih (Aerotek)

Moving to my early 30’s I feel retirement plans as one of my priorities thoughts. This webinar explains in full the risks, the processes and procedures to take when choosing your retirement plan. Life insurance explanations were very clear. Thanks for making my Friday special 💕.

Darlene J Wills (WTS)

Dave is an excellent presenter. He provided lots of great content, which makes you think very deeply about your pre- and post- retirement life —— things you need to consider, action you need to take, and things you need to continue to monitor for the rest of your life..

    

Cindy Frankland (Central Ohio Primary Care Physicians)

Excellent webinar! Dave Hall puts in plain English the importance of sequence of return risk. The example he uses illustrates clearly how dramatic the effect when retirement calculations use average annual return versus actual annual return. Wow!….and a little scary.

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Date

Apr 10 2023

Time

11:00 am - 12:00 pm

More Info

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Location

GoTo Webinar
Category
Dave Hall

Organizer

Dave Hall
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