How Advisors Can Encourage Good Behavior In Retirement Investors

How Advisors Can Encourage Good Behavior In Retirement Investors
Craig Israelsen
08/22/14 4 PM EST
IWI
Program Id: 693642808
4.5
Average Attendee Rating
Poor Average Excellent

Retirement preparedness is primarily a function of investor behavior. This presentation reviews opportunities for advisors to encourage good behavior among clients preparing for retirement and achieving other life goals.

 
At this webinar, you will learn about:

  • Investor responsibilities, mechanics, and expectations
  • A "buy-low" strategy that takes advantage of market dips
  • The necessity of saving an adequate amount
  • How your age impacts your retirement portfolios
  • How to properly benchmark a diversified portfolio

 

Guest speaker Craig L. Israelsen, Ph.D. is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and is an expert in the field of indexes and passive investing. He’s taught thousands of students about family financial management. He is a principal at Target Date Analytics, designer of the 7Twelve Portfolio, and author of “7Twelve: A Diversified Investment Portfolio with a Plan.”


This session is eligible for IMCA® CE 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.

User reviews

36 reviews

 
(25)
 
(9)
 
(2)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
4.5  (36)
Already have an account? or Create an account
View all reviews View most helpful
(Updated: August 21, 2014)
Rating 
 
 
5.0

-

Was this review helpful to you? 
(Updated: August 21, 2014)
Rating 
 
 
5.0

Good to see multiple time periods: 44 years, 15 years, 10 years to support the conclusions.

Was this review helpful to you? 
(Updated: August 21, 2014)
Rating 
 
 
4.0

-

Was this review helpful to you? 
(Updated: August 21, 2014)
Rating 
 
 
4.0

Excellent. Provocative and logically presented

Was this review helpful to you? 
(Updated: August 21, 2014)
Rating 
 
 
4.0

-

Was this review helpful to you? 
View all user reviews