This presentation reviews the historical relationship between an individual investor’s savings rate and portfolio design to show you the impact on retirement readiness. Drawing on over 90 years of history, we'll review survival rates of retirement portfolios with a range of accumulation and withdrawal rates. We’ll examine the survival rates of portfolios with different risk profiles based on data since 1926. We’ll zero in on how to talk to investors about the important relationship between the type of portfolio that suits their particular savings rate.
Dr. Craig Israelsen, who has taught graduates and undergraduates about family financial management for over two decades, will share his latest research showing:
• performance of various retirement portfolio accumulation and distribution scenarios over 90 years
• survival rates of various models of retirement portfolios
• savings rates that achieved a threshold level of retirement savings
Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A. Israelsen's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.
You can lead this webinar and all A4A webinars. Craig, Fritz and Bob share their slides and transcripts of all their webinars every month, giving you a one-hour transcript you can teach in your own webinars, seminars, and client meetings.
This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.
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