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CPA - medium firm
CPA - large firm
The creation of IRAs and 401(k)s in the 1970s shifted retirement plans from being primarily employer-funded to now being employee-funded. Rather than improving retirement for most people, these changes have created a population that is not prepared for 30-40 years of permanent unemployment. In this webinar, we talk about the challenges facing those who are planning for retirement. Furthermore, we discuss what current changes have been made with the passing of the SECURE 2.0 Act to help retirees deal with a new retirement landscape. In conclusion, we present a variety of options that will improve retirement plans by taking advantage of these changes.
Learning Objectives:
- Evaluate why changes during the 1970s impacted retirement plans forever
- Identify challenges facing current retirees
- List recent changes from the SECURE 2.0 Act
- Define options available to retirees to enhance their retirement
Dave Hall
Retirement Risk Advisors
Founder
[email protected]
(855) 491-0400
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.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
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.
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