Advisors4Advisors

Event 

Illustrating Retirement Portfolio Survival
Category:
Financial Advisor Webinar Series
Title:
Illustrating Retirement Portfolio Survival
Presenter:
Craig L. Israelsen, Ph.D.
Company:
7Twelve Portfolio
When:
10/26/17  4:00 PM EST - 5:00 PM EST
Replay:
You must be registered and logged into view this replay
CE Credit:
CFP®
IMCA
Program Id:972145995
Event rating:
User rating
 
4.6 (36)

Description

To build client relationships that will last beyond the next bear market, now is the time to call each of your clients and show them how their portfolios are likely to behave in different economic scenarios.

At this webinar, you'll learn how to efficiently illustrate the survival rate of a portfolio through different economic conditions, and gain a firm grasp of key underlying trends affecting the survival rate of retirement income portfolios.

Craig Israelsen, Ph.D., an expert in designing low-expense portfolios, shows the impact that changing key variables is likely to have on a portfolio.

Showing how long a portfolio is expected to survive with an inflation rate of 2% instead 3%, or lowering withdrawals $100 a month, gives clients the foundation for understanding the importance of a long-term strategic plan.


Portfolio cost, inflation rates, and the impact of different tax rates will also be illustrated, along with four graphs to help retirees understand "sequence-of-returns" risk. Required minimum distributions are also illustrated and Craig suggests applying the RMDs as a withdrawal strategy.

Craig demos these retirement income planning scenarios in a low-cost spreadsheet you can download.

 
To collaborate with Craig deeply, request a This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

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.

This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

                                                        
8th Annual 7Twelve Conference, November 10-11



View all user reviews

Average user rating from: 36 user(s)

To write a review please register or login.

Rating:
 
4.6
 
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
austinc408 Reviewed by austinc408
October 25, 2017
Top 100 Reviewer
View all my reviews
Report this review
 
Last updated: October 25, 2017
 

0 of 0 people found the following review helpful
I liked the live demo. Also, the speed was appropriate. Maybe I understand this stuff better, but all the other A4A webinars I have attended have been Bob Keebler's, and even though I am a CPA, he just talks too fast for me to process. But then he's usually talking NINGs and DINGs and other concepts I don't really understand so well.
Rating:
 
5.0
Was this review helpful to you?
Yes No
lifelongjourney Reviewed by lifelongjourney
October 25, 2017
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: October 25, 2017
 

0 of 0 people found the following review helpful
I thought it was interesting and a valuable and simple product to help clients.
Rating:
 
5.0
Was this review helpful to you?
Yes No
brynaa425 Reviewed by brynaa425
October 25, 2017
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: October 25, 2017
 

0 of 0 people found the following review helpful
Starting 10 minutes late is very inconsiderate of your audiences' time!
Plan to buy the spreadsheet.
Rating:
 
5.0
Was this review helpful to you?
Yes No
leonm303 Reviewed by leonm303
October 25, 2017
Top 50 Reviewer
View all my reviews
Report this review
 
Last updated: October 25, 2017
 

0 of 0 people found the following review helpful
Good
Rating:
 
5.0
Was this review helpful to you?
Yes No
SFCKAC Reviewed by SFCKAC
October 25, 2017
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: October 25, 2017
 
 
View all user reviews