RRA Educational Resources/Webinar/Match Your Money With Your Profile for Optimal Retirement Success

Match Your Money With Your Profile for Optimal Retirement Success

There are two main questions you must ask yourself when you retire. What do I want my money to do while I am alive and what do I want my money to do once I die? For most people, these questions can be answered without much effort, but ask them how they will structure their retirement income to allow these two things to happen and this is where things can get messy. In this webinar, we will cover research from Dr. Wade Phau and Dr. Alex Murguia that can be used to help individuals like you determine which of four retirement income paths should increase your chance for retirement success.

Dave Hall, CPA

RRA, Founder

E-mail: dave@retirementriskadvisors.com

Free
​CPE Credits:
1.0 hour
Subject Area: 1.0 - Specialized Knowledge 
Instructional Method: Group internet based 

Course Description: 
There are two main questions you must ask yourself when you retire. What do I want my money to do while I am alive and what do I want my money to do once I die? For most people, these questions can be answered without much effort, but ask them how they will structure their retirement income to allow these two things to happen and this is where things can get messy.

In this webinar, we will cover research from Dr. Wade Phau and Dr. Alex Murguia that can be used to help individuals like you determine which of four retirement income paths should increase your chance for retirement success.

Learning Objectives:
- Determine how to understand your retirement income style
- Identify and understand the four main retirement income strategies
- Summarize why matching strategy with style is so important
- List what role an advisor should play in your retirement

AVAILABLE DATES BELOW

  • DATE: June 24, 2024, 10:00 am - 11:00 am CT
  • DATE: December 19, 2024, 10:00 am - 11:00 am CT

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Evolving Retirement Law With Secure Act 2.0: The Challenges, The Changes & Your Choices

Wednesday, April 24, 2024

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Wednesday, April 24, 2024

Don’t Play the Lottery With Your Retirement: 5 Lessons Learned

Wednesday, April 24, 2024

Finding Bigfoot – How to Remove the Mystery for Your Beneficiaries

Wednesday, April 24, 2024

Getting Safely Through Retirement – Master Class Pt. 2

Wednesday, April 24, 2024

Getting Safely Through Retirement – Master Class PT. 1

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

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