The Changing World of Retirement

Available Date

Friday, February 26, 2021: 10:00 AM Eastern
CPE Credits 4.0 hours
Course Level Basic
Prerequisites None
Space is extremely limited

Course Description

Many of the retirement strategies utilized by today’s financial planners were brought about in the 20th century and have grown outdated. This class will compare-and-contrast the old retirement paradigms that are still being used by many advisors with the new retirement paradigms of today.

Many of your ancestors enjoyed certainty in their retirement because of pensions, Social Security, and limited longevity.  You live in a world, where pensions are a thing of the past, Social Security is going broke and longevity is off the charts.  All of this means your retirement planning will need to look different because you will face risks in your retirement that no other generation has had to endure.  In this class you will learn what you need to do to insulate yourself from the risks facing your retirement, so you do not run out of income before you run out of retirement.

Learning Objectives

  • Determine if you have enough money to retire and stay retired
  • Improve your retirement income streams
  • Safeguard against market loss during retirement
  • Avoid the three basic pitfalls of retirement distribution planning
  • Maximize Social Security income and minimize taxation on the benefits
  • Evaluate the benefits of Roth Conversions
  • Insulate your income from a rising tax rate environment
  • Understand why long-term care could destroy your retirement


Learned alot!! This is not my area of expertise; was very excited to have the “small group” learning. Benefited from questions being answered as we went through the material. THANK YOU!!! PS: Will be contacting you, as I am now in a position of caring for aging parent.

Judith Garbacik

I have seen Dave’s shorter presentation previously. It help me more easily grasp the concepts today. Dave does an excellent job explaining a complicated subject simply.

Ann DeLuca

Excellent webinar; great content explained in a clear and effective manner; good pace; I like how Dave takes the questions throughout the webinar instead of at the end.
Gregory DiGiacomo
David is one of the best presenters of this material making it understandable to all
Roy Balfour

Start Time

10:00 am

February 26, 2021

Finish Time

2:00 pm

February 26, 2021

Event Participants