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Free cpe webinars
Don't Worry, Retire Happy

DON'T WORRY, RETIRE HAPPY

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 19, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Don’t Worry, Retire Happy – Seven Steps to Retirement Security has played on PBS in over 80 million homes in the U.S. and Canada. Tom shows 7 simple steps that will help every American retire more successfully and happier. Tom shows how this is based in math and science, not opinions. Many people think that retirement is about having a big pile of money. Certainly, that can help; however, that is NOT what retirement is really about. It has a lot more to do with having sources of guaranteed lifetime income and managing the many risks in retirement. Tom will go through each of those risks and show you how you can help your clients mitigate those risks. This is a course you do not want to miss!

Learning Objectives:


  • Determine you must have a plan for retirement and inflation

  • Identify that retirement is not a do-it-yourself project

  • Give examples of maximizing social security benefits in retirement

  • Recognize the importance of considering a hybrid retirement

  • Recognize the importance of guaranteed lifetime income in retirement

  • Determine how to be happy in retirement

  • Identify why you must have a plan for long term care

  • Determine how to use your home equity wisely

  • Determine how life insurance gives you the license to spend your money in retirement
     

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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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Tom Hegna

TomHegna.com
President
[email protected]
(855) 866-4346

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Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been a top-rated industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist,

Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories.

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.