Key Concepts For Fiduciaries In Designing Low-Expense Portfolios

Resources For Low-Expense Financial Planning Professionals

Retirement planning illustration tool (2:21 demo) 

 

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CFP® - 1 credit | IMCA - 1 credit | Live CPA - 1 credit | Program Id: 799407235

How much difference in performance is there between an aggressive portfolio and a conservative one in the long run? Perhaps less than you might think.

How do you design portfolios for the long run knowing that clients often judge them over the short-run?

This class examines in the accumulation stage and distribution years, ranging from very aggressive to very conservative and in-between. Craig Israelsen, Ph.D, covers:

  • 50 years of modern portfolio performance results
  • illustrations of key portfolio design concepts
  • measurements of success over the short- and long-run

Craig Israelsen, Ph.D., teaches A4A members monthly about low-expense investing. For three decades, Craig has helped define best practices for managing portfolios for individuals, publishing his research monthly in Financial Planning magazine. He's taught on A4A for nearly a decade. Craig's taught family financial management at universities for over two decades, and he's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University.

If you're paying a TAMP or custodian to manage portfolios, Craig's monthly A4A classes will show you how to lower your fees and build a practice that's better for your clients and you.

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This webinar is eligible for one hour of 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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9.0

Although it was centered around a product, there was still some good information gained.

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10.0

Great tool, plan to order.

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