AAA-CPA Webinar

Getting Safely Through Retirement - A New Paradigm in Retirement Planning

Presented by: Dave Hall

Tuesday, June 1, 2021 

2:00pm - 3:00pm Eastern 

Program Description

Many people think retirement planning is as simple as socking away money into their traditional retirement accounts like IRAs and 401(k)s during their working years. They believe that the income these accounts will produce, along with a base of Social Security, will be enough to get them through retirement. Unfortunately, math and science are proving that this strategy is no longer working. The reason is because current retirees are faced with risks that prior generations did not have to worry about, and current retirement plans are not designed to eliminate these risks. In this course you will learn about 8 financial risks facing your retirement and what you can do to reduce, or eliminate, each of them so that you can get to a safe and secure retirement.  

Learning Objectives

·        Learn why the “old paradigm” of retirement planning no longer works

·        Learn about 8 financial risks facing your retirement

·        Learn about how each one of these risks will affect your retirement

·        Learn how you can reduce, or even eliminate each of these risks

Date & Time

Tuesday, June 1, 2021

Time: 2:00pm - 3:00pm Eastern

Education

1.0 CPE credit in Specialized Knowledge

Cost

Education Credit*: AAA-CPA Members $10.00; Non-Members $20.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $10.00 

Please contact info@attorney-cpa.com with any questions.

Dave Hall, CPA graduated from Southern Utah University in 1994 with his Master’s in Accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state and local taxes. He has done this by using little known tax and investment strategies many other advisors overlook.

As the founder of The Prosperity Guy, Dave now spends his time educating thousands of professional advisors on how they can get themselves, and their clients, to the zero percent tax bracket and transform their retirement.

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) 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.nasba.org.