An Epoch Journey: 33 Investor Life-Cycles Since 1926

Event

An Epoch Journey: 33 Investor Life-Cycles Since 1926
Title:
An Epoch Journey: 33 Investor Life-Cycles Since 1926
When:
Thu, 28. June 2018, 04:00 PM EST - 05:00 PM EST
Category:
Financial Advisor Webinar Series
Created by:
Ben Resnik

Description

Join us on this epoch journey through 33 rolling life-cycles since 1926, modeling an experience from age 35 to 95, and spanning the distribution phase as well as the accumulation phase of an investor's lifetime.

As the U.S. closes in on 10 consecutive years of GDP growth, recession fears naturally loom larger. Survival rates of retirement portfolios through differing economic conditions over decades prepare you for what's ahead.

Crucial insight into the behavioral finance implications affecting clients of fiduciaries who use low expense investments to create a core portfolio and adding value with financial planning or specialized investment strategies.

Dr. Craig Israelsen's analysis is encouraging.


Craig Israelsen, Ph.D., for three decades, has helped define best practices for fiduciaries in managing low-expense portfolios, publishing his research monthly in Financial Planning magazine and teaching on A4A for many years.

 
Want to share Craig's content with clients? This email address is being protected from spambots. You need JavaScript enabled to view it..

Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. If you're paying a TAMP or custodian for managed portfolios, Craig's classes can lower your fees and enable a business model better for your clients and you. He has partnered with A4A and leads classes monthly.

Join Craig Israelsen for the 9th Annual 7Twelve Portfolio Conference Aboard the Norwegian Getaway!

 

This webinar is pending eligibility for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE and PACE credit toward the CLU® and ChFC® designations, and it is eligible for live CPA CPE credit.

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