Dr. Craig Israelsen's Favorite Lessons For Clients


Dr. Craig Israelsen's Favorite Lessons For Clients
Dr. Craig Israelsen's Favorite Lessons For Clients
Thu, 2. August 2018, 04:00 PM EST - 05:00 PM EST
Created by:
Ben Resnik


Seven topics clients MUST understand to stick with a long-term investment plan.

Ten months shy of the 120-month longest-ever expansion in modern history, this timely session covers Dr. Craig Israelsen's greatest hits, including the importance of:

an adequate savings rate
keeping costs down
reducing portfolio volatility
remembering that asset classes take turns
systematic re-balancing
reasonable expectations
lifelong portfolio diversification

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.

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

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