Content Provider
Rra side color 01 01
Sponsored by
Gdl logotype fullcolor
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
What a Joe Biden Presidency Means for Your Retirement

WHAT A JOE BIDEN PRESIDENCY MEANS FOR YOUR RETIREMENT

Cost $12.50
Presentation Length 1.0 hour

Recorded DateJune 29, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

In this course, you will learn about the changes Joe Biden has proposed for retirement savings and how they will affect you and your retirement. This course will provide an overview of the pros and cons of these changes. It will also provide you with some action steps you can take to prepare for the effect of these changes. 

Learning Objectives:


  • Define what the proposed changes are for your retirement 

  • Identify who will benefit from these changes 

  • List any potential pitfalls 

  • Determine what you can do to prepare for these changes

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Rra side color 01 01

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.


 User-added image  User-added image

About Our Sponsor

Gdl logotype fullcolor

At Guideline, we’re building a platform that takes complexity and doubt out of retirement planning and replaces it with knowledge and clarity — so people can invest in their financial future with confidence. With Guidelines for Accountants, we aim to empower you with excellent tools and capabilities so you can manage your clients’ plans and tailor each plan to fit each client. Together we can achieve our collective mission: helping small business owners succeed today and in the future.