Low Expense Investing For Professionals; CE On The Sea New

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Taking A4A’s online education for professionals to the high seas, Craig Israelsen, Ph.D., will be teaching a series of classes about low-expense investing on a Caribbean cruise leaving Miami Feb. 3, 2019 and returning Feb 10.  Request itinerary and CE details.  

Classes are scheduled for the two days at sea aboard the luxurious Norwegian Getaway.

A Western Caribbean vacation makes deep learning, collaboration and sharing easier. 

Craig is passionate about sharing his considerable knowledge about portfolio design and this is a chance to exchange practice management ideas one-on-one with Craig and with like-minded peers with whom you share key professional values. It's a small group.

Dr. Craig Israelsen has published research monthly in Financial Planning for two decades, making him extremely prolific and practical among investment academics. Prof. Israelsen has taught family financial management to thousands of university students, and has also educated and counseled families in his local community for over two decades, earning him a reputation in his local community as well as in the community of professional financials. Learning, mentoring, and leading are everyday life for Craig. 

A decade ago, Craig began offering a subscription to his models. A $350 annual subscription to Craig Israeslen's quarterly updates powers a low-expense practice management system for CFP®, CPA/PFS, CIMA®, and other real financial professionals.    

Instead more costly TAMP or custodian programs, you pay just $350 annually for analytics, commentary, and rebalancing updates on a diversified core comprised of seven asset classes. You cut out the middle-man and lower your cost of doing business by implementing the advice via 12 low-expense ETFs or funds, or a variety of higher actively-managed solutions. 

A subscription to Craig’s “7Twelve Portfolio” enables advisors to offer broadly diversified model portfolios across the risk spectrum with an expense ratio of less than 20 basis points. Bundled with your specialized investment, tax and financial planning advice, Craig powers a low-expense practice management system for fiduciaries aligned with the best interests of consumers.   

A4A is sponsoring Craig’s courses for eight professional ed credits for CFP, CPA/PFS, CIMAs, ChFC and other professionals to enable A4A members to go on vacation, get a tax deduction, learn about low-expense investing, get one-on-one time with Craig, and hang out with other independent thinkers.  

If you like strategic quantitative analysis and are wise enough to know the inevitability of long-term success with Craig's approach, you and your family deserve this vacation.

 

 

 



 

 

 

 

 

 

 

 

 

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