The way the performance statistics on ETFs, mutual funds, and indexes are reported assumes a lump sum investment and the sequence-of-returns does not matter.
In real life, however, retirement portfolios are not accumulated in a lump sum, and retirement portfolios are especially vulnerable in the withdrawal phase to a bad sequence of returns.
It is important for advisors to teach clients how their portfolios should be managed differently in the distribution phase of their retirement versus the accumulation phase. Toward that objective, particpants at this class learn why:
This course by Craig Israelsen, Ph.D., is a monthly reminder that keeps advisors focused on:
Who should attend:
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 folder if you do not receive it.
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.
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Survived ;-)
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I'm always impressed by Craig's presentation. I have an increasing number of prospective clients, especially the DIYers, who are stumped in what to do when they're in retirement and want to withdraw from their portfolio in a tax-efficient way.
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Good presentation. It was unfortunate that the tech acted up late in the presentation. Craig did a good job despite the glitch. His insights are meaningful and significant to the thoughful financial planning professional.