Craig Israelsen's Retirement Analysis Course Debuts

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If you spent over three decades teaching university students and professionals how to solve the problem of retirees outliving their money, then you’d probably would want to see your solution implemented broadly by smart advisors.

 

So it is with Craig Israelsen, who, after teaching on Advisors4Advisors for nearly 14 years, has packaged retirement analysis software into a sustainable practice management system to help illustrate and solve client retirement funding problems.   

 

This three-credit course equips professionals with the knowldge, skills, and practice system to advise middle income and mass affluent individuals at risk of outliving their money. Included is a powerful tool to help solve retirement problems and a certificate of completion you can use a badge on your website and social profiles.. To maintain the retirement analysis CE certificate, professionals are required to complete two refresher classes annually, which are taught quarterly..

 

The course spells out methods to educate clients in virtual- and in-person meetings using software included free with the annual course that is refreshed.

  

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