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How CPAs Are Monetizing Global Retirement Trends

HOW CPAs ARE MONETIZING GLOBAL RETIREMENT TRENDS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 12, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Emerging retirement trends are creating new opportunities for CPAs to expand their existing practice with additional revenue while enhancing their clients' overall experience. Join industry experts Joby Gruber (Beacon Global Advisor Network), James A. Jones (Self-Directed IRA Expert and Author), and moderator Dara Albright (DWealth Education) as they navigate key global retirement shifts and demonstrate ways to monetize them.

Learning Objectives:


  • Recognize how 401(k)s are being impacted by a modernizing labor force

  • Identify the challenges of frozen 401(k)s and the complexities of cross-border investing

  • Determine the benefits of rolling over frozen 401(k) assets into a self-directed IRA

  • Describe the role of alternative assets in modern retirement plans

  • Summarize resources available to CPAs as they relate to global retirement

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dara Albright

DWealth Education
Co-founder of DWealth Education
[email protected]

Dwealthed

Dara Albright is a fintech pundit with distinct expertise in digital and decentralized finance. She possesses a distinguished 32-year career in financial services encompassing IPO execution, investment banking, trading, corporate communications, financial conference production as well as institutional and retail sales. She is the host of the Decent Millionaire podcast, an episodic podcast series that helps people discover the unprecedented wealth creating potential of decentralization, web3 & Participate2Earn Economics, and is the co-founder of DWealth Education, a learn-2-earn EdTech platform designed to bridge digital asset literacy gaps in corporate, government and academic sectors. Albright serves on multiple boards including Worthy Financial, a scaling fintech enterprise and ICAN (Investor Choice Advocates Network), a nonprofit public interest litigation organization serving as a legal advocate and voice for small investors and entrepreneurs

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James Jones

IRAeXchange.net
Self-Directed IRA Expert
[email protected]
(978) 500-5791

Iraexchange

James A. Jones is a Board Advisor, Angel Investor, and Self-Directed IRA expert. He is known for pioneering the SDIRA models in P2P finance that enabled the industry to scale retail investor participation and bring the democratization of Wall Street to the everyday investor. He has worked with over 200 fintech Platforms and opened over 25,000 retail IRA accounts. Jones has published numerous papers, books, and articles including 3 bestselling Amazon e-books on Self-Directed IRA’s.

Linkedin
Beaconglobaladvisorslogo

With 40+ years of experience in the financial services industry, Joby has a passion for linking people and opportunities. As CEO of Beacon Global Advisor Network, a SEC Registered Investment Advisor, Joby is uniquely positioned to connect advisors around the world with the ability to service expats living abroad or internationals returning to their home country. Beacon Global Advisor Network, provides solutions for Financial Planning and Wealth Management firms focused on cross-border opportunities; Expats and foreign nationals who need financial education, investment, and wealth management; RIAs and Advisors who want to work on, not work in their business; and CPAs and Accountants, IMOS and Insurance Agents, who want to expand their value proposition.

About Our Presenter

Dwealthed
The mission of DWealth Education is to produce innovative and entertaining financial content that makes personal finance and retirement planning not only easy to comprehend but alluring to the average consumer. Only by truly engaging the populous can the national wealth gap narrow and the looming retirement crisis be thwarted.