Instructors Directory > Retirement Risk Advisors
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Retirement Risk Advisors
(855) 491-0400
retirementriskadvisors.com

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.

Upcoming Webinars

LIVE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS

LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT

THE CHANGING WORLD OF RETIREMENT

TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW

Archived Webinars

TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Recorded Date March 4, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Recorded Date February 25, 2025  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
MATCH YOUR MONEY WITH YOUR PROFILE FOR OPTIMAL RETIREMENT SUCCESS
Recorded Date December 19, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
DON'T PLAY THE LOTTERY WITH YOUR RETIREMENT: 5 LESSONS LEARNED
Recorded Date December 10, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
EVOLVING RETIREMENT LAW: THE CHALLENGES, THE CHANGES & YOUR CHOICES
Recorded Date November 14, 2024  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
DEMYSTIFYING THE FINANCIAL INDUSTRY: A HISTORY AND ROADMAP
Recorded Date October 9, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner     
FINDING BIGFOOT: HOW TO REMOVE THE MYSTERY FOR YOUR BENEFICIARIES
Recorded Date July 18, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Recorded Date March 14, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN
Recorded Date December 27, 2023  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
ROTH IRAs: A GREAT OPTION FOR MOST RETIREES
Recorded Date December 21, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
THE TRUTH ABOUT REVERSE MORTGAGES: EVERYTHING YOU NEED TO KNOW
Recorded Date December 6, 2023  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Real Estate Professional     
MAXIMIZE RETIREMENT CASH FLOW USING A 3 BUCKET SYSTEM
Recorded Date August 8, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
LONG-TERM CARE AND ELDER ABUSE: UNSOLVED RISKS FOR MANY RETIREES
Recorded Date April 21, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
INVESTMENT & DISTRIBUTION PITFALLS FACING YOUR RETIREMENT
Recorded Date April 13, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
THE VOLATILITY SHIELD: HOW TO MAKE YOUR RETIREMENT INCOME LAST 15 YEARS LONGER
Recorded Date April 10, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
CHOOSING THE RIGHT LIFE INSURANCE FOR YOUR RETIREMENT
Recorded Date April 6, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO RETIRE IN THE 0% TAX BRACKET
Recorded Date April 3, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO PROTECT YOUR RETIREMENT ASSETS BEFORE THE NEXT CRASH
Recorded Date March 28, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO RECESSION PROOF YOUR RETIREMENT
Recorded Date March 23, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
INFLATION AND THE RISING COST OF HEALTH CARE IN RETIREMENT
Recorded Date March 21, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
MEDICARE AND YOU
Recorded Date March 16, 2023  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
SHOPPING FOR LONG-TERM CARE INSURANCE & YOUR NURSING HOME
Recorded Date March 13, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
TAX-FREE INCOME FOR LIFE: HOW TO ELIMINATE RISK IN RETIREMENT
Recorded Date March 6, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
2023 AND BEYOND: RECENT CHANGES TO SOCIAL SECURITY AND MEDICARE
Recorded Date February 20, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
WOMEN, MONEY, AND POWER: TAKE CONTROL OF YOUR FINANCIAL FUTURE
Recorded Date December 28, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
A FRAMEWORK FOR YOUR RETIREMENT INCOME STRATEGIES
Recorded Date August 9, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
DON'T WORRY, RETIRE HAPPY
Recorded Date April 19, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
RETIREMENT ALPHA: USING ANNUITIES TO IMPROVE YOUR RETIREMENT
Recorded Date April 4, 2022  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
PAYCHECKS AND PLAYCHECKS
Recorded Date April 1, 2022  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
UNDERSTANDING HUMAN CAPITAL AND USING LIFE INSURANCE IN RETIREMENT
Recorded Date February 21, 2022  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
GETTING SAFELY THROUGH RETIREMENT: A NEW PARADIGM IN RETIREMENT PLANNING
Recorded Date December 30, 2021  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
WHAT A JOE BIDEN PRESIDENCY MEANS FOR YOUR RETIREMENT
Recorded Date December 27, 2021  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HELPING YOUR CLIENTS BECOME MILLIONAIRES
Recorded Date December 15, 2021  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
SOCIAL SECURITY: A COMPLETE OVERVIEW OF THE PROGRAM & BENEFITS
Recorded Date August 20, 2021  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
MEDICARE IN A NUTSHELL
Recorded Date April 26, 2021  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
UNDERSTANDING REVERSE MORTGAGES
Recorded Date April 7, 2021  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other, Real Estate Professional     
SOCIAL SECURITY: WHAT YOU NEED TO KNOW TO MAXIMIZE YOUR BENEFITS
Recorded Date January 18, 2021  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
GETTING SAFELY HOME IN RETIREMENT: OVERCOMING EIGHT RISKS FACING YOUR RETIREMENT
Recorded Date January 13, 2021  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
SOCIAL SECURITY, MEDICARE, & REVERSE MORTGAGES: DAVE HALL ANSWERS YOUR QUESTIONS
Recorded Date December 15, 2020  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other, Real Estate Professional     
529 PLANS: HOW TO MAXIMIZE THE BENEFITS
Recorded Date December 11, 2020  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
FINANCIAL FREEDOM WITHOUT EATING JUST RICE AND BEANS
Recorded Date October 3, 2019  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     

Resources

The Retirement Risk Show

This podcast is your tool for the right education to get you not only to retirement but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of the...

Company Retirement Risk Advisors
Category FREE CONTENT;PODCAST
Intended Audience CPA - small firm
CPA - medium firm
CPA - large firm