At this session, you'll learn:
• a rigorous but easy way to illustrate the accumulation phase of a retirement portfolio
• how to simulate the distribution phase based on a wide variety of client-driven variables
• a professional process for analyzing a client's portfolio survival rate on the fly based on RMD or non-RMD situations
• a practical approach for fiduciaries to illustrate, real-time in meetings with clients, the difference in portfolio growth based on asset allocation models and investment expenses
The analysis you'll learn about is based on a 60-year investing lifetime of 34 "individuals" over rolling periods from 1926-2018. You'll come to understand the range of investor outcomes over long periods based on key variables.
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.
A spreadsheet to apply what they learn in this course in their practice is available for $99 -- a $50 discount from the regular price of $149 -- is available to A4A members by This email address is being protected from spambots. You need JavaScript enabled to view it..
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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 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.
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.