The retirement landscape is changing, and many retirees now fear outliving their savings more than death itself. This webinar will explore why traditional retirement plans often fail to maximize retirement assets and benefit advisors more than clients. You will learn about modern tools and strategies to better match your money with your retirement profile, understand the financial industry's impact, and discover how to navigate new retirement planning paradigms for a secure future.
Learning Objectives:
Retirement Risk Advisors
Founder
[email protected]
(855) 491-0400
Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.
To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.
Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.
Retirement Risk Advisors
Sales
[email protected]
(855) 491-0400
Todd Hall is a dedicated entrepreneur with a Bachelor’s degree in Business Experience & Design. With a passion for creating innovative solutions, Todd has leveraged his educational background to excel in various business ventures, showcasing a unique blend of creativity and strategic thinking. His entrepreneurial spirit drives him to explore new opportunities, continuously striving to make a positive impact in the marketplace.
Currently, Todd works in sales, applying his business design knowledge to foster meaningful client relationships and drive revenue growth. His hands-on experience in the sales industry complements his academic foundation, allowing him to identify client needs and deliver tailored solutions effectively. As he continues to evolve in his career, Todd remains committed to personal growth and professional development, eager to embrace new challenges that further his expertise in business and sales.
Retirement Risk Advisors
Junior Advisor
[email protected]
(855) 491-0400
Alisha is a Junior Advisor with Retirement Risk Advisors, a Social Security expert, and a Series 65 licensed Independent Advisor Representative. She has always had a passion for helping others. Alisha's academic background is in Human Development – which is understanding people and how to help them in the various stages of their lives.
Retirement Risk Advisors
Junior Advisor
[email protected]
(855) 491-0400
Erica Hunter is a dedicated financial professional specializing in retirement planning and wealth management. As a certified Life Insurance Agent and Series 65 licensed Investment Advisor Representative, Erica is well-equipped to guide individuals through the complexities of securing their financial future. Currently pursuing a degree in finance, she combines her formal education with hands-on experience to offer insightful strategies for a stable and prosperous retirement. Her passion for helping others shines through in her webinars, where she provides practical advice and empathetic support to ensure participants feel confident about their financial decisions.
Outside of her professional endeavors, Erica is deeply committed to giving back to her community. She volunteers at a local wolfdog shelter, reflecting her compassionate nature and genuine care for animals. Her love for reading and her kind, empathetic approach further enhance her ability to connect with others and deliver valuable, actionable advice. In her presentations, Erica's warmth and expertise create an engaging environment where attendees can learn and feel supported on their journey to a secure retirement.
CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.