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Investment & Distribution Pitfalls Facing Your Retirement

INVESTMENT & DISTRIBUTION PITFALLS FACING YOUR RETIREMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 13, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

You may be shocked to learn that most diversified retirement portfolios are not really diversified. Or that there is an order for liquidating retirement assets to maximize their longevity. In this webinar, we will cover both topics and more to help you better understand the sequence of return and withdrawal rate risk and how they will both have an impact on your retirement.

Learning Objectives


  • Evaluate the impact of a dramatic market loss on your portfolio

  • Identify the two types of investment risk

  • Determine what happens if you withdraw money too quickly from your portfolio

  • Recall what happens if you get the wrong sequence of returns on your investments
     

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.

To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.

Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.

 

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About Our Presenter

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Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.