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Finding Bigfoot: How to Remove the Mystery for Your Beneficiaries

FINDING BIGFOOT: HOW TO REMOVE THE MYSTERY FOR YOUR BENEFICIARIES

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 12, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Based on current statistics, $8.69 billion in life insurance benefits will go unclaimed because beneficiaries won’t know where to go to claim the benefits. Will your loved ones be part of those who BELIEVE there is something there, but never find it?

In this webinar, we will cover not only why it is important you maintain good records on what life insurance you have but what other things you can do today to help those you care about pick up where you left off if you become deceased or incapacitated. The webinar will conclude by sharing an innovative storage solution you can use to keep track of the important information you, your beneficiaries, and your advisors will need today, tomorrow, and for generations to come.  

Learning Objectives:


  • Recognize things you can do today to help your beneficiaries if you die or become incapacitated 

  • Define the benefits of a living will 

  • Identify what information you should always have readily available 

  • Outline an innovative solution to allow information to be transferred to those you love

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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.