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: 
Tired of hoping you can “harvest” enough from your portfolio each year to get through retirement? In this eye-opening session, you’ll learn why the old “farm” model of retirement planning no longer works and how a more stable, strategic, and risk-managed approach, what we call the Greenhouse, can provide greater confidence and control.

You’ll discover how retirement assets should be organized by function, not just account type, into protected income, flexible reserves, and legacy buckets that reflect what truly matters to you. We’ll also break down the key risks that derail retirements, longevity, inflation, sequence of return, and healthcare shocks, and how a purpose-driven, risk-based strategy helps guard against them.

Whether you’re a CPA nearing retirement, or advising clients who are, this course will help you not only see the path clearly but learn how you can partner with experts who can help you implement that plan effectively.

Encouraged for persons aged 50+. Spouses are welcome and also encouraged to attend.

Learning Objectives
After completing this course, participants will be able to:

1. Recognize the primary financial risks that impact retirement success and describe how risk-based planning mitigates these risks.
2. Differentiate between traditional accumulation-focused planning and income-focused risk-based planning models.
3. Identify how to allocate assets into income, reserve, and legacy categories within a retirement plan.
4. Apply sequence of return and longevity stress testing techniques to evaluate a retirement plan’s resilience.
5. Evaluate how a risk-based “greenhouse” structure improves income predictability and aligns with clients’ lifestyle and legacy goals.

Customer Support/Troubleshooting Help:
If you experience login issues or other technical difficulties, please use our chat service on our website or give us a call at 855-491-0400 and we will directly assist you. Upon login you will receive confirmation of registration. If you are experiencing technical issues during the webinar, here are some troubleshoot recommendations to try: refresh your browser, try a different browser, or try a new device.


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