Redo: Teaching Clients About Retirement Portfolio Distribution Versus Accumulation; Craig Israelsen’s Portfolio Design CE Course, February 2023
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Good presentation. It was unfortunate that the tech acted up late in the presentation. Craig did a good job despite the glitch. His insights are meaningful and significant to the thoughful financial planning professional.
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Glad Craig was able to finish the presentation! Very good presentation of a great software program.
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I'm always impressed by Craig's presentation. I have an increasing number of prospective clients, especially the DIYers, who are stumped in what to do when they're in retirement and want to withdraw from their portfolio in a tax-efficient way.
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