Getting Safely Home in Retirement – Overcoming 8 Risks Facing Your Clients Retirement

(1 Credit Hour of Federal Tax Law)
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When it comes to retirement planning it is all about focus.  But unfortunately, the focus for most people has been on how to get to retirement, rather than how they are going to get through their retirement.  Retirement is going to be the longest, self-imposed, period of unemployment in your life, and you want to make sure you are ready to get through it.  In this course you will learn about 8 risks facing your retirement and how you can create a retirement plan to reduce, or eliminate these risks - even if you are in your 60’s or 70’s.

This course counts for 1 hour of IRS CE Credit under Federal Tax Law Related Matters. 

Learning Objectives 

  • Learn about 8 of the top risks facing your retirement
  • Learn about each of the 8 risks and how damaging they can be to your retirement
  • Learn how you can reduce, or even eliminate risk in retirement
  • Learn how planning for retirement is as simple as a three-bucket system

Speaker Bio

Dave Hall 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.