Visualizing The Impact Of Various Withdrawal Rates

Optimizing a retiree's portfolio requires balancing the need for current income against expectations for the future.

This webinar presents a graphical technique enabling retirees to better understand the financial impact that a range of withdrawal rates is likely to have on their lives.

Dr. Craig Israelsen, who has taught college and post-graduate classes on family financial management for three decades, shares:

• a data visualization to show clients the dynamics of retirement withdrawal rates
• the impact of high- versus low-expense portfolios on retiree income
• the benefits and effects of diversified asset allocation



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.

This webinar is eligible for CFP® CE, PACE credit toward the CLU® and ChFC® designations, one hour of CE credit towards the CIMA® and CPWA® certifications and live CPA CPE credit.