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, PFS

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

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: December 19, 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

RETIREMENT PLANNING

CONTACT US

1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801

Email: support@retirementriskadvisors.com

Toll free: 1 (855) 491-0400
​Text us at: 1 (307) 264-2902

logo.png

© COPYRIGHT RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.