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Don't Play the Lottery With Your Retirement: 5 Lessons Learned


This webinar takes place on Retirement Risk Advisors webinar platform.
Cost Free
Presentation Length 1.0 hour

Recorded DateApril 11, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

What do retirees and lottery winners have in common? They are both running out of money at alarming rates. The statistics show that around 70% of lottery winners will be broke within five years and around 50% of retirees will be broke before they pass away.

In this webinar, you will learn about the top 5 mistakes that both broke lottery winners and retirees make that impact their future success. You will also learn what can be done to overcome each of these mistakes in your retirement before it's too late. This is a must-attend webinar for those who feel uncertain about their retirement and are open to a new paradigm in retirement planning. 

Learning Objectives:

  • Identify why income is more important than assets in retirement 

  • Determine why retirement wealth is often overestimated 

  • Recognize the role that financial professionals play in your retirement 

  • Outline why the first few years of retirement are so important to future success

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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.