RRA, Founder

Free
​CPE Credits: 1.5 hour
​Subject Area: 1.5 - Specialized Knowledge 
​Instructional Method: Group internet based 
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​Course Description: 
This interactive workshop is specifically designed for individuals aged 50 and older who are eager to live a life of purpose and leave a lasting legacy. The workshop will guide you through a structured process to help you live your best life in retirement, clarify the who, what, and why of your legacy, and identify the top 10 financial risks that could jeopardize your success. You will learn how risk-based planning is the key to getting you safely through retirement and ensuring that you can keep the commitments you’ve made to yourself and your loved ones. This workshop blends reflection, education, and action to help you craft a comprehensive plan for a meaningful and secure future. (Recommended for those 50 or older.)


Learning Objectives:
1. Discover and define your life’s purpose, aligning it with your retirement and legacy planning goals.

2. Clarify the who, what, and why of your legacy, ensuring that your values are reflected in the legacy you intend to leave.

3. Identify and understand the impact of the top 10 financial risks, such as longevity risk, sequence of return, and inflation, that could threaten your retirement. 

4. Learn how risk-based planning serves as the solution to mitigate financial risks so you can live your best life and leave a lasting legacy.

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.