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The Volatility Shield: How to Make Your Retirement Income Last 15 Years Longer

THE VOLATILITY SHIELD: HOW TO MAKE YOUR RETIREMENT INCOME LAST 15 YEARS LONGER

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 10, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Getting to retirement is the easy part. Making sure you don’t run out of money before running out of retirement is the hard part. In this course, you will learn a simple solution to eliminating two of the most significant risks facing your retirement; sequence of return and withdrawal rate risk. If not addressed, the sequence of return and withdrawal rate risk can derail your retirement assets up to 15 years sooner than if you eliminate them.  

Learning Objectives:


  • Recall why the sequence of return and withdrawal rate risk is such a problem in retirement

  • Identify what a safe withdrawal rate is in retirement

  • Identify why the average annual rate of return is useless once you retire

  • Determine a simple solution you can use to eliminate sequence of return and withdrawal rate risk

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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.