RRA Educational Resources/Event/Getting Safely Through Retirement – Master Class Pt. 2

Getting Safely Through Retirement – Master Class Pt. 2

Since the 1970’s most retirees have been using the traditional retirement plan as their primary model for retirement planning.  But unfortunately, this plan is often designed to benefit the advisors who sell them more than the clients who use them. In this webinar you will learn what tools you can use to better match your money with your retirement profile. You will learn about how the financial industry works and why current retirement planning may not be what is right for you. The webinar will conclude by helping you better understand how the new paradigm of retirement planning works and how you can take advantage of it to get safely through retirement.  To get the most benefit from this webinar, it is recommended that you be at least age 50 or older (spouses are encouraged to attend).

Dave Hall, CPA, PFS

RRA, Founder

E-mail: dave@retirementriskadvisors.com

Free
​CPE Credits:
2.0 hour
Subject Area: 2.0 - Specialized Knowledge 
Instructional Method: Group internet based 

Course Description: 
Since the 1970’s most retirees have been using the traditional retirement plan as their primary model for retirement planning.  But unfortunately, this plan is often designed to benefit the advisors who sell them more than the clients who use them. In this webinar you will learn what tools you can use to better match your money with your retirement profile. You will learn about how the financial industry works and why current retirement planning may not be what is right for you. The webinar will conclude by helping you better understand how the new paradigm of retirement planning works and how you can take advantage of it to get safely through retirement.  To get the most benefit from this webinar, it is recommended that you be at least age 50 or older (spouses are encouraged to attend).

This is the 2nd part of our Getting Safely Through Retirement series. To maximize your experience, please attend part one before attending this webinar.  

Learning Objectives:
- Learn about strategies that you can use to better meet your retirement profile  
- Understand how products insurance companies use can benefit your retirement
- Identify how the financial industry works
- Determine how becoming the boss of your retirement can lead to retirement success  
- Describe the foundation for a risk-free retirement
- Understand why a stock/bond portfolio mix will not maximize your investment portfolio
- Know how principal protected products can help your retirement
- Understand 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: September 12, 2024, 3:00 pm - 5:00 pm CT
  • DATE: October 8, 2024, 3:00 pm - 5:00 pm CT
  • DATE: November 7, 2024, 3:00 pm - 5:00 pm CT
  • DATE: December 5, 2024, 3:00 pm - 5:00 pm 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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Step 4 – Provide Education
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