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CPA - medium firm
CPA - large firm
Other
The stock market has performed like it has been on steroids for over a decade now, but there are many signs the party is coming to an end. In this webinar, we will look back at history to see what has caused some of the previous declines in the market and look at the risk factors that could lead to the next decline. The webinar will conclude by discussing strategies you can use to protect your retirement portfolio while there is still time.
Learning Objectives:
- Recognize what caused markets to decline in the past
- Identify the risk factors facing the current investment market
- Recommend investments to help reduce, or eliminate these risks
- Determine what strategies are right for you
Dave Hall
Retirement Risk Advisors
Founder
dave@retirementriskadvisors.com
(855) 491-0400
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.
- 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.
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