External vs Internal Diversification: The Key to Retirement Asset Allocation, Craig Israelsen, September 2022

Craig Israelsen
Wednesday, September 14, 2022 4PM EST
CFP® Live CPA IWI
Program Id: 250916483
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Single ticker asset allocation mutual funds and ETFs are convenient, but they have serious drawbacks—particularly for retirees.  This webinar explores the concept of “external vs internal” diversification and demonstrates the value of using multiple funds rather than a single ticker asset allocation fund.  The webinar will also feature a live demo of an Excel-based tool that allows advisors to test asset allocation models in real time.

 

Craig L. Israelsen, Ph.D., has been a regular contributor to Advisors4Advisors since April 2009, and has taught monthly on A4A for a decade. He also contributes regularly to AAII Journal, one of the nation’s largest individual-investor-funded information resources with a history of intellectual integrity. Prof. Israelsen has taught about family financial management at universities and is currently Executive-in-Residence in the Financial Planning Program at Utah Valley University, teaching classes toward earning a CFA charter. Published monthly in Financial Planning magazine for 25 years, Craig has a documented history for providing a sustainable system for advisors to manage low-expense portfolios.



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This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE and 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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