In this course, you will learn about the changes Joe Biden has proposed for retirement savings and how they will affect you and your retirement. This course will provide an overview of the pros and cons of these changes. It will also provide you with some action steps you can take to prepare for the effect of these changes.
Learning Objectives:
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.
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At Guideline, we’re building a platform that takes complexity and doubt out of retirement planning and replaces it with knowledge and clarity — so people can invest in their financial future with confidence. With Guidelines for Accountants, we aim to empower you with excellent tools and capabilities so you can manage your clients’ plans and tailor each plan to fit each client. Together we can achieve our collective mission: helping small business owners succeed today and in the future.