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Retirement Alpha: Using Annuities to Improve Your Retirement

RETIREMENT ALPHA: USING ANNUITIES TO IMPROVE YOUR RETIREMENT

Available Date(s)
Thursday, October 28, 2021: 10:00AM EDT
Tuesday, November 30, 2021: 10:00AM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Retirement Alpha uses math and science to show WHY an annuity is so vital to a retirement portfolio. In the 1960s, Dr. Menahem Yaari proved that only a lifetime income annuity could optimize income over the indefinite period of a person's life. Economists worldwide, including Nobel prize recipients (like Dr. Robert C. Merton), are unanimous on the importance of annuities in a retirement portfolio. 

Guaranteed lifetime income also increases happiness in retirement, and research now shows that people who have guaranteed lifetime income tend to live longer as well. The only discussion is on what type of annuity you should buy and when to buy one--questions which this course will help clarify.

Learning Objectives:


  • Identify why income is more important than assets in retirement 

  • Recognize why risk management is so important in retirement 

  • Recognize why longevity is not just a risk; it is a risk multiplier 

  • Identify how mortality credits are the “secret sauce” of lifetime income; you are using “other people’s money” 

  • Identify why women face more risks in retirement than men 

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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.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.