Low-Expense Investing For Tax, Financial & Investment Planning Professionals

Craig Israelsen
08/27/20 4 PM EST
CFP® Live CPA IWI
Program Id: 962743091
9.7
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Low-expense investing has always been important to advisors but it's much more important now.

With technology compressing RIA fees and the Covid crisis raising operational costs, lower-cost ETFs and mutual funds provide a proven, quantifiable boost to a client’s monthly retirement income, expanding an RIA's margins based on your tax and financial planning advice services and specialized private investments. 

This class:

• details a variety of ways to build a broadly diversified portfolio for less than 15 bps.

• contains illustrations demonstrating the value of lower-cost mutual funds and ETFs.

• quantifies the benefits of low expense portfolios during the distribution phase as well as the accumulation stage.

Whether you are new to low-expense investing or have been a practitioner for years, Prof. Craig Israelsen articulates a low expense investment advisor’s value proposition, enabling fiduciaries to offer advice in the client’s best interest. 


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.


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.



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.


After registering, you will receive an email confirmation from This email address is being protected from spambots. You need JavaScript enabled to view it.Check spam and junk folder if you do not receive it.
 

 

 
 

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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Very good. While I understand the novelty of the New Economy 7 Twelve portfolio, I think the idea runs counter to proper diversification which is the hallmark of Craig's work. This was demonstrated by the current valuation issues in portfolios that are concentrated in specific industries...as Craig indicated with his analysis of the S&P 500.

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