Retirement Portfolio Analysis Resources
Attend Craig Israelsen's Advisor Conference In Salt Lake City Oct. 26-27
Retirement Portfolio Analysis Software & Three-Class Course with Craig Israelsen. Ph.D.
Financial Counseling Quarterly classes quarterly with Frank Murtha, Ph.D.
Retirement Portfolio Analysis Software Demo (2:21 video)
Retirees are comforted by portfolios with high dividend yields, particularly during of periods of uncertainty. Although dividend yield is important, it is secondary to asset allocation.
This webinar shows participants the performance statistics on differing dividend-oriented portfolios under various withdrawal strategies during the 73 rolling 25-year periods from 1926 through 2022.
Additional learning objectives:
Craig's course on A4A is about:
Who should attend:
Craig L. Israelsen, Ph.D., has been a regular contributor to Advisors4Advisors since April 2009. He's a regular contribuor to AAII Journal. 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. He teaches classes toward earning a CFA charter. Craig provides a system to manage low-expense portfolios and educate clients on A4A.
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 your spam folder if you do not receive it.
Craig's course is eligible for CE credit towards CFP®, CPA CPE, as well as CIMA®, CPWA® certifications and PACE credit toward the CLU® and ChFC® designations.
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very informative
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Thanks to Craig for completing his presentation in the shortened time allowed.
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Very informative
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