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Free cpe webinars
Paychecks and Playchecks

PAYCHECKS AND PLAYCHECKS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 24, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Many people believe that a “happily-ever-after” retirement is no longer possible. Pensions are disappearing, government programs like Social Security are running out of money, and people are living longer than ever. Tom Hegna’s “Paychecks and Playchecks” presentation serves to prove that a “happily-ever-after” is still achievable. Tom will share the mathematical and scientific facts behind an optimal retirement and will teach you how to mitigate risks in retirement so YOU can retire happy and worry-free.

Learning Objectives:


  • Determine how to avoid living in a “just-in-case” retirement

  • List the different risks in retirement and how to address them

  • Identify the dangers of inflation for a retirement plan

  • Recognize what mortality credits are

  • Determine how to use life insurance and annuities to get guaranteed income in retirement that you can never outlive

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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
tom@tomhegna.com
(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.