Low-Expense Investing For Tax, Financial & Investment Planning Professionals


Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Thu, 27. August 2020, 04:00 PM EST - 05:00 PM EST
Created by:
Andrew Gluck


Low-expense investing has always been important to advisors but it's much more important now.

With technology compressing RIA fees and the Covid crisis raising operational costs, lower-cost ETFs and mutual funds provide a proven, quantifiable boost to a client’s monthly retirement income, expanding an RIA's margins based on your tax and financial planning advice services and specialized private investments. 

This class:

• details a variety of ways to build a broadly diversified portfolio for less than 15 bps.

• contains illustrations demonstrating the value of lower-cost mutual funds and ETFs.

• quantifies the benefits of low expense portfolios during the distribution phase as well as the accumulation stage.

Whether you are new to low-expense investing or have been a practitioner for years, Prof. Craig Israelsen articulates a low expense investment advisor’s value proposition, enabling fiduciaries to offer advice in the client’s best interest. 

Craig Israelsen, Ph.D., teaches A4A members monthly about low-expense investing. For three decades, Craig has helped define best practices for managing portfolios for individuals, publishing his research monthly in Financial Planning magazine. He's taught on A4A for nearly a decade. Craig's taught family financial management at universities for over two decades, and he's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University.

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.

If you're paying a TAMP or custodian to manage portfolios, Craig's monthly A4A classes will show you how to lower your fees and build a practice that's better for your clients and you.

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