RRA Educational Resources/Webinar/The Changing World of Retirement

The Changing World of Retirement

Many of the retirement strategies utilized by today’s financial planners were brought about in the 20th century and have grown outdated. This class will compare-and-contrast the old retirement paradigms that are still being used by many advisors with the new retirement paradigms of today.

Dave Hall, CPA

RRA Founder

Brian Britt

RRA Partner

Alisha Wright

RRA Junior Advisor

Free
​CPE Credits:
1.0 hour
Subject Area: 1.0 - Specialized Knowledge 
Instructional Method: Group internet based 

Course Description: 
Many of the retirement strategies utilized by today’s financial planners were brought about in the 20th century and have grown outdated. This class will compare-and-contrast the old retirement paradigms that are still being used by many advisors with the new retirement paradigms of today.

Many of your ancestors enjoyed certainty in their retirement because of pensions, Social Security, and limited longevity. You live in a world, where pensions are a thing of the past, Social Security is going broke and longevity is off the charts. All of this means your retirement planning will need to look different because you will face risks in your retirement that no other generation has had to endure. In this class you will learn what you need to do to insulate yourself from the risks facing your retirement, so you do not run out of income before you run out of retirement.

Learning Objectives:
- Determine if you have enough money to retire and stay retired
- Improve your retirement income streams
- Safeguard against market loss during retirement
- Avoid the three basic pitfalls of retirement distribution planning
- Maximize Social Security income and minimize taxation on the benefits
- Evaluate the benefits of Roth Conversions
- Insulate your income from a rising tax rate environment
- Understand why long-term care could destroy your retirement

AVAILABLE DATES BELOW

  • DATE: June 29, 2024, 10:00 am - 2:00 pm CT
  • DATE: July 20, 2024, 10:00 am - 2:00 pm CT
  • DATE: August 17, 2024, 10:00 am - 2:00 pm CT
  • DATE: September 28, 2024, 10:00 am - 2:00 pm CT
  • DATE: October 19, 2024, 10:00 am - 2:00 pm CT
  • DATE: November 16, 2024, 10:00 am - 2:00 pm CT
  • DATE: December 14, 2024, 10:00 am - 2:00 pm CT

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Evolving Retirement Law With Secure Act 2.0: The Challenges, The Changes & Your Choices

Wednesday, April 24, 2024

Getting Safely Through Retirement: Medicare and Long-Term Care

Wednesday, April 24, 2024

Don’t Play the Lottery With Your Retirement: 5 Lessons Learned

Wednesday, April 24, 2024

Finding Bigfoot – How to Remove the Mystery for Your Beneficiaries

Wednesday, April 24, 2024

Getting Safely Through Retirement – Master Class Pt. 2

Wednesday, April 24, 2024

Getting Safely Through Retirement – Master Class PT. 1

Wednesday, April 24, 2024

Getting Safely Through Retirement: Social Security

Wednesday, April 24, 2024

Demystifying the Financial Industry: A History and Roadmap

Monday, April 15, 2024

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

Friday, April 12, 2024

Match Your Money With Your Profile for Optimal Retirement Success

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