RRA Educational Resources/Event/SATURDAY CLASS - Getting Safely Through Retirement – Master Class

SATURDAY CLASS - Getting Safely Through Retirement – Master Class

The retirement landscape is changing, and many retirees now fear outliving their savings more than death itself. This webinar will explore why traditional retirement plans often fail to maximize retirement assets and benefit advisors more than clients. You will learn about modern tools and strategies to better match your money with your retirement profile, understand the financial industry's impact, and discover how to navigate new retirement planning paradigms for a secure future.

Dave Hall, CPA, PFS

RRA, Founder

E-mail: dave@retirementriskadvisors.com

Free
​CPE Credits:
4.0 hour
Subject Area: 4.0 - Specialized Knowledge 
Instructional Method: Group internet based 

Course Description: 
The retirement landscape is changing, and many retirees now fear outliving their savings more than death itself. This webinar will explore why traditional retirement plans often fail to maximize retirement assets and benefit advisors more than clients. You will learn about modern tools and strategies to better match your money with your retirement profile, understand the financial industry's impact, and discover how to navigate new retirement planning paradigms for a secure future.

Learning Objectives:
- List the Top 10 Financial Risks Facing Your Retirement - Determine how susceptible your retirement is to risk - Recognize strategies that you can use to better meet your retirement profile
- Describe the foundation for a risk-free retirement 
- Outline why a stock/bond portfolio mix will not maximize your investment portfolio
- Define how principal-protected products can help your retirement
- Identify how risk-based retirement planning can help you get safely through retirement

​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.

AVAILABLE DATES BELOW

  • DATE: August 24, 2024, 10:00 am - 11:00 am CT
  • DATE: September 21, 2024, 10:00 am - 11:00 am CT

Check out more Events & Webinars below:

Friday, August 23, 2024

Tax Planning and Retirement: What Practitioners and Retirees Need to Know

Wednesday, April 24, 2024

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

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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RETIREMENT PLANNING

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Step 3 – Design Your Plan
Step 4 – Provide Education
​Step 5 – Help You Take Action

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