Class Description: How To Stay The Course, Professional Education Class

What is the greatest risk to a retiree’s portfolio? Stock market volatility? Poor bond returns? Cash returns near zero? Or is the greatest risk fear? The inability to visualize long-term causes clients to bail out of a well-designed retirement portfolio is often cited as the biggest risk to investor success.

This class provides a visual demonstration of retirement portfolio survival using three-dimensional multi-color graphics. More than cool, it is a quick way to teach clients the power of staying the course for 25 years -- through the good and bad times.

This graphical technique allows a retiree to understand the impact of:

• raising or lowering the annual withdrawal rate on the portfolio balance 25 years later

• changing the portfolio’s asset allocation on the final account value

Attendees gain a deeper understanding of retirement portfolio durability and what happens when a retiree withdraws no more than 5% per year.

Craig Israelsen, Ph.D., since 2009, teaches on A4A monthly about low-expense investing. For three decades, Craig has helped define best practices in managing portfolios. Since 1996, he publishes his research monthly in Financial Planning magazine. He's also been a longtime contributor to AAII Journal. Craig's also  taught family financial management at universities for three decades. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University and teaches classes for earning a  CFA charter.  

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This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, and live CPA CPE credit.