Talking With Clients About The Next Bear Market

Event

Talking With Clients About The Next Bear Market
Title:
Talking With Clients About The Next Bear Market
When:
Thu, 29. August 2019, 04:00 PM EST - 05:00 PM EST
Category:
Webinars
Created by:
Ben Resnik

Description

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Heightened fear of a recession makes it wise to prepare to talk with clients about what a bear market might look like. This is a lifeboat drill!

You'll leave this session with the key points for talking with clients about the risk of a bear market right now -- what the next bear market might be like for them. Bracing for the worst is what financial planners do, in the hope it's all for naught.

Craig Israelsen, Ph.D., who has published monthly articles in Financial Planning about low-expense portfolio design for 22 years and taught thousands of college and graduate students about family financial management, reviews performance and portfolio characteristics over the past 49 years of financial history, covering the:

performance of a multi-asset portfolio during bear markets
historical correlations of asset classes
best defense against bear markets
illustration of savings to clients on low-expense portfolios



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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.

This webinar 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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We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

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