Retirees are comforted by portfolios with high dividend yields, particularly during of periods of uncertainty. Although dividend yield is important, it is secondary to asset allocation.
This webinar shows participants the performance statistics on differing dividend-oriented portfolios under various withdrawal strategies during the 73 rolling 25-year periods from 1926 through 2022.
Additional learning objectives:
Craig's course on A4A is about:
Who should attend:
Craig L. Israelsen, Ph.D., has been a regular contributor to Advisors4Advisors since April 2009. He's a regular contribuor to AAII Journal. Prof. Israelsen has taught about family financial management at universities and is currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. He teaches classes toward earning a CFA charter. Craig provides a system to manage low-expense portfolios and educate clients on A4A.
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Craig's course is eligible for CE credit towards CFP®, CPA CPE, as well as CIMA®, CPWA® certifications and PACE credit toward the CLU® and ChFC® designations.