RRA, Founder

E-mail: dave@retirementriskadvisors.com

Free
​CPE Credits: 1.0 hour
​Subject Area: 1.0 - Specialized Knowledge 
​Instructional Method: Group internet based 
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​Course Description: 
The creation of IRA’s and 401(k)s in the 1970s shifted retirement plans from being primarily employer-funded to now being employee-funded. Rather than improving retirement for most people, these changes have created a population that is not prepared for 30-40 years of permanent unemployment. In this webinar, we talk about the challenges facing those who are planning for retirement. Furthermore, we discuss what current changes have been made or have been proposed to help retirees deal with a new retirement landscape. In conclusion, we present a variety of options that will improve retirement plans by taking advantage of these changes.

Learning Objectives:
- Evaluate why changes during the 1970’s impacted retirement plans forever
- Identify challenges facing current retirees
- List recent and proposed changes affecting retirees
- Define options available to retirees to enhance their retirement

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