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Free cpe webinars
Retirement Planning Strategies: Roth Conversions, Tax Model Impact, and More

RETIREMENT PLANNING STRATEGIES: ROTH CONVERSIONS, TAX MODEL IMPACT, AND MORE

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 19, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

This webinar will demonstrate the risks, strategies, and opportunities that retirees face in the modern retirement landscape and with regard to changing tax legislation. Attendees will leave this webinar with a clear understanding of different retirement accounts, contributions, conversions, and applicable rules governing these strategies. This webinar will also discuss different tax models and the effect that changing legislation can have on a retiree and their families.

Learning Objectives:


  • Evaluate the risks and benefits of Roth conversions

  • Analyze different retirement plans and scenarios for determining appropriate strategy

  • Recognize important aspects of investment, tax, and estate planning

  • Evaluate the success rate of various retirement strategies

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Rizek Housari

Divergent Wealth
Wealth Advisor
[email protected]
(385) 237-4000

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Rizek Housari is a wealth advisor, Certified Public Accountant, and Certified Financial Planner® professional. Rizek recently published his first book, Finance on the Fly: Simple Strategies to Build Lasting Wealth.

As the host of the Finance on the Fly social media channel, Rizek shares practical insights on personal finance, retirement planning, tax strategies, and business topics, inspiring thousands to make smarter financial decisions.

Rizek holds both bachelor’s and master’s degrees in accounting from Brigham Young University and began his career at KPMG, a Big Four accounting firm. Now an independent advisor and fiduciary, he focuses on guiding families and individuals toward lasting financial security.

Outside of work, Rizek enjoys life with his wife, Emma, and their daughter Kalila. Together, they love outdoor adventures like fly fishing, skiing, and hiking, and he cherishes visits with family in Arizona, California, and Palestine.

About Our Presenter

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Divergent Wealth Advisors is a Family "Chief Financial Officer," a Wealth Planner, a Financial Adviser, a Portfolio Manager, an Estate Planning Adviser, and a Tax Strategist, all under the same roof. 

Divergent Wealth Advisors is a long-term financial partner who can serve generations of a family and can simplify complicated things, playing the role of an educator and an adviser.