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Free cpe webinars
Getting Safely Through Retirement: Social Security

GETTING SAFELY THROUGH RETIREMENT: SOCIAL SECURITY

This webinar takes place on Retirement Risk Advisors webinar platform.

Please note that Retirement Risk Advisors is the content and CPE provider for this webinar and are currently not approved to offer CPE in the state of Texas. Texas residents will not receive CPE for this course.
Available Date(s)
Wednesday, July 10, 2024: 4:00PM EDT

Cost Free
CPE Credits 2.0 hours
Subject Area 2.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Over 90% of Americans do not maximize their social security benefits, causing them to miss tens of thousands of dollars they are entitled to. Are you one of these people? In this webinar, you will gain the knowledge you need to help you make the right decision regarding receiving social security benefits for you, your loved ones, and even those you no longer love. You will be taught about the program’s history and why many of the myths you have about the program are incorrect, including the program's financial stability.
 
Learning Objectives:


  • Identify what you can do to maximize Social Security benefits for you, your spouse, and your children

  • Recall what role taxes play in your Social Security benefits and your overall retirement plan

  • Recognize the stability of the program and what your benefits might look like when you retire

  • Determine how work and pensions affect the Social Security benefits received by you and your family
     

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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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Webinar Technical FAQs
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.
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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.

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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.