Illustrating The Key Determinants Of Investment Success

Does your rate of return have more impact on your portfolio's growth over your lifetime than your savings rate?

How can advisors illustrate the dynamics of the key determinants of financial success over the course of an investor's lifetime?  

At this session, Craig Israelsen, Ph.D., an expert on strategic, low-expense, broadly diversifying portfolios for the long run:

• introduces the notion of a "12x" retirement account balance
• examines the historical savings rate in the United States and the historical frequency of achieving a "12x" retirement portfolio
• shows how to help clients grasp dynamics of savings rates, risk, and asset allocation


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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.