An Epoch Journey: 33 Investor Life-Cycles Since 1926

An Epoch Journey: 33 Investor Life-Cycles Since 1926
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 615760363

Join us on this epoch journey through 33 rolling life-cycles since 1926, modeling an experience from age 35 to 95, and spanning the distribution phase as well as the accumulation phase of an investor's lifetime.

As the U.S. closes in on 10 consecutive years of GDP growth, recession fears naturally loom larger. Survival rates of retirement portfolios through differing economic conditions over decades prepare you for what's ahead.

Crucial insight into the behavioral finance implications affecting clients of fiduciaries who use low expense investments to create a core portfolio and adding value with financial planning or specialized investment strategies.

Dr. Craig Israelsen's analysis is encouraging.


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.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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I thought the assumptions made by Craig were off with the biggest being that retirees would only withdraw RMD from their accounts.

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