LEARN HOW TO SECURE YOUR RETIREMENT IN THIS ONE DAY EVENT
SHATTER YOUR RETIREMENT RISKS LIVE!
June 7th (11AM - 3:30PM CT)
EVENT FOR AGES 50+ WITH DAVE HALL, CPA
This qualifies for 4 hours of CPE (see details below)
Get The Knowledge, Skills, & Training To Master Your Own Future. Limited Seating Is Available!
Eliminate REAL Risks Facing Your Retirement With Dave Hall!
Join Our FREE 1 Day Event For Ages 50+ to Take Control of Your Retirement, June 7th
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Prefer to speak to someone for further details or registration?
Call us at (855) 491-0400
GRAB YOUR TICKET TODAY AND PROTECT YOUR RETIREMENT!
NOW IS THE TIME TO INVEST IN YOU, IMPROVE YOUR RETIREMENT, AND BUILD YOUR LEGACY.
Most people we work with believe they have the money to make it through retirement, but many of them will not due largely to the lack of, or even improper, counteractions to today's new retirement risks. For those who make it through retirement, many of them will leave hundreds of thousands, if not millions, of dollars on the table that could go towards their legacy.
When you attend Shatter Your Retirement Risks you will not only learn what the biggest risks to your retirement are, but also how you can take action against those risks and protect yourself and your legacy.
WHY YOU NEED TO ATTEND!
Those Who Don't Attend
Those Who Do Attend
- Are Positioned to Better Eliminate the Top 10 Retirement Risks
- On Average Extend Retirement Spending by $390,000
- Increase Their Legacy by $1.49 Million on Average!
- Create More Memories with Family & Friends in Retirement
THE NUMBERS TELL THE TRUTH, YOUR TRADITIONAL RETIREMENT PLAN IS NOT COMPLETE!
More than 50% of Americans are running out of money in retirement. BUT WHY? A lot has to do with the risks that they don't know exist. At Retirement Risk Advisors we are proud to say we not only educate on these risks, but also help people fortify their traditional plan against them.
You Are Likely Leaving A LOT Of Money On The Table, This Is What Our Average Clients Were Experiencing Before Working With Us
175,000+ PeopleHelped
We Are Not Your Small Time Advisor Firm. With Over 50 Years Of Combined Expertise And 175,000 People And Counting Served, We Are The Industry Experts On Retirement Risk Planning
$1.49 Million In Assets Lost!
$390,000 On Average Forfeited In Income
In The Same Study Of Our Clients, We Found That On Average Our Clients Are Forfeiting $390,000 In Projected Income! That Is Way More Than One Year's Income For Most People.
Attend Shatter Your Retirement Risks Event So This Isn't You!
WHAT THESE PEOPLE SAY ABOUT SAVING THEIR RETIREMENT...
Retirement Risk Advisors has helped me in ways other professionals have failed to for decades. I have worked with several advisors and CFPs in my time, but none of them helped me successfully build safeguards against so many risks while also helping me to understand both why and how these risks would affect me.
- Alison Munk
We stumbled upon Dave’s retirement courses looking for CPE. His courses are not only informative and personable, but he helped us to see that only tax-deferred assets wouldn’t cut it if we wanted to fund our entire retirement. His program has given mine and my wife’s retirement an extra 12 years and put into place protection against so many factors we didn’t think to even consider. Thanks, Dave!
- Steven and Brenda Collins
I feel so blessed to have found Dave’s programs. He breaks down complex concepts and teaches them so simply. Thanks to him my traditional plan was reinforced and is now on course to extend my funds by 10 years!
- Alex Allpress
THE REAL REASON WHY WE ARE DOING THIS...
Schedule Of TheSHATTER YOUR RETIREMENT RISK Event
June 7th
1st Section (+Break)11:00 AM CT - 1:10 PM CT
11:00 AM CT - 1:10 PM CT
Getting Safely Through Retirement
Building a Strong Foundation
June 7th
2nd Section (+Q&A)1:10 PM CT - 3:30 PM CT
1:10 PM CT - 3:30 PM CT
Getting Safely Through Retirement
Portfolio Management & Principle Protected Products
Getting Safely Through Retirement Masterclass
This event includes the "Getting Safely Through Retirement Masterclass" which counts for 4 Hours of CPE credits.
Getting Safely Through Retirement: A New Paradigm in Retirement Planning
Getting Safely Through Retirement: Building a Strong Foundation
Getting Safely Through Retirement: Portfolio Management & Principal Protection Products
Instruction Method: Group Live
CPE Field of Study: Specialized Knowledge
Prerequisites: None
Program Knowledge Level: Basic
Advanced Preparation: None
NASBA Approved
Event Course Description:
68% of Americans are afraid they will run out of money in retirement, and it is proving to be a valid concern, since over 50% of them will. This is happening because the traditional retirement plans used by current retirees were never designed to deal with the volatility that comes with today’s retirement landscape.
In this webinar you will learn about the Top 10 Financial Risks Facing Your Retirement and what can be done to reduce or eliminate each of these risks before it is too late. You will then learn what it takes to build a secure foundation for your retirement using a simple three bucket system. The webinar will conclude by covering portfolio management and how you can protect your retirement using principal protected products.
This webinar will be different than any other retirement class you have ever attended, and everyone is welcome, but those who are 50 or older will get the most out of what is being taught.
Learning Objectives:
• Know the two questions everyone must answer before planning for retirement
• Identify the top 10 financial risks facing your retirement
• Determine how each one of these risks may impact your retirement
• Learn how to build the foundation of a risk-based retirement plan
• Identify how Social Security taxation can negatively impact your retirement cash flow
• Summarize how the order you liquidate your assets can benefit your retirement
• Learn whether “asset allocation” alone is enough to protect your retirement portfolio
• Identify how annuities work and the retirement benefits of a fixed indexed annuity
• Recognize the different types of life insurance and the benefits of an indexed universal life policy
Section 1: A New Paradigm In Retirement Planning
Many people think retirement planning is as simple as just socking away substantial amounts of money into their traditional retirement accounts like IRAs and 401(k)s. They believe that the income these accounts will produce, along with a base of Social Security will be enough to get them through retirement. Unfortunately, math and science are proving that this strategy is no longer working. The reason is that current retirees are faced with risks that prior generations did not have to worry about, and current retirement plans are not designed to eliminate these risks. Learn about the key financial risks facing your retirement and what you can do to reduce or eliminate each of them so that you can get to a safe and secure retirement.
Section 2: Portfolio Management & Principle Protected Products
If you want your money to last as long as you do, you need to invest it in a way that allows this to happen. In this block we will cover the impact a dramatic market loss could have on your retirement portfolio and whether asset allocation alone is enough to protect your portfolio. We will discuss the two types of investment risk your assets will face in retirement. We will introduce two principal protected products insurance companies offer and cover how these products can help reduce the financial risks facing your retirement.
Section 1-2: Building a Strong Foundation
With over a million different options available for you to structure your retirement, the process can seem overwhelming, but it doesn’t have to be. In this block, you will learn about a simple “3 Bucket System” you can use to get the most out of your retirement assets. You will learn how each of these buckets works and how much money you should have in each bucket to maximize your income during periods of rising taxes. We will cover Roth accounts, taxation of Social Security and how the order of liquidation can impact your retirement cash flow.
DISCLAIMER
Refund & Resolution Policies
Refund Policy
Refunds for professional development programs sponsored by Retirement Risk Advisors must be requested in writing (email will satisfy this requirement). Refund requests received after the cancellation deadline will be reviewed by the Program & Services Chair on a case-by-case basis and full or partial refunds may be issued if circumstances warrant.
Program Cancellation
Every effort will be made to conduct professional development programs sponsored by Retirement Risk Advisors that have been advertised. In the unlikely event that such a program needs to be cancelled for any reason, Retirement Risk Advisors will notify all registered participants via email, letter or phone of the cancellation and will issue them a full refund. Additional notices of the program cancellation will be made through appropriate means such as Association website, newsletter, or broadcast email.
Complaint Resolution Policy
Retirement Risk Advisors is dedicated to providing the highest quality CPE courses and service. To achieve this goal, Retirement Risk Advisors has implemented a complaint resolution policy to resolve any issues or concerns.
Any complaint should include your name and contact information as well as a detailed description of the complaint and any action you would like us to take to resolve your complaint. All complaints will be reviewed by our Director of CPE, CR Thelin. CR can be reached directly via email at cr@retirementriskadvisors.com.
You can communicate your complaint by phone, fax, email or traditional mail.
Email: help@retirementriskadvisors.com
Website Support Ticket: www.retirementriskadvisors.com
Phone Number: 855-419-0400
Fax Number: 702-446-4886
Mailing Address: Retirement Risk Advisors
1309 Coffeen Avenue, Suite 3851
Sheridan, WY 82801
I have saved myself millions of dollars planning for retirement based on the principles I teach, and I am NOT promising that if you attend this event you will do the same. Most people will actually do NOTHING with the information that I have proven can secure a person's retirement. I can guarantee you one thing - Planning for retirement doesn’t happen by mistake. You HAVE to KNOW what risks you face, how to evaluate risk versus opportunity, and how to take action on it.
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