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The Shape Of The Recovery; Fritz Meyer, November 2020
Nov 10, 2020Fritz Meyer Updates: Professional Versus Consumer Versions Fritz Meyer's update on the right covers the latest twist in the housing data,...
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Post Election Tax Planning
Nov 12, 2020November 2020 Tax Planning CE Class Description: The stakes are high, as financial planning, investment and tax practitioners await the results...
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Craig Israelsen's November Webinar
Nov 19, 2020Please join us for Dr. Craig Israelsen's November webinar. Craig Israelsen, Ph.D., teaches A4A members...
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The Next 25 Years For Investment Markets
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RIA Regulatory Priorities & Inspection Deficiencies
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Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
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Managing Capital Gains In 2020 And Beyond
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Craig Israelsen Special Market Coverage
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Craig Israelsen
08/25/15 4 PM EST Program Id: 144028403 4.8Average Attendee Rating Poor Average Excellent
Dr. Craig Israelsen will tell you why this correction was about as surprising as a hurricane hitting North Carolina. Craig Israelsen is one of the most published academics on index investing and asset allocation. His research on Modern Portfolio Theory provides the backbone for a professional practice for fiduciaries.
Guest speaker Craig L. Israelsen, Ph.D. has provided a scholar’s research to practitioners monthly in Financial Planning Magazine for over a decade, earning renown among independent financial professionals. He is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. He's taught thousands of students about family financial management for over two decades. He is a founder of the 7Twelve Portfolio, and author of "7Twelve: A Diversified Investment Portfolio with a Plan." Purchase this presentation for $75 now. He has partnered with A4A since 2009, and is an Advisor Products content partner.
7Twelve Conference - November 2015
This webinar is NOT eligible for 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
Not much comment on "Special Market Coverage" as was advertised. Just a recap of his 7/12 model.
Go one for the times
Andy and Craig, thank you for your enthusiasm and energy in bringing this very timely and critical information to member advisers at A4A. You are providing a valuable service and this all helps to focus, as an adviser responsible for client investments, on the big picture and not get lost in the weeds. I particularly enjoyed Craig's discussion of age-based 7/12 portfolio with a heavy weighting towards cash for age 70+ as well as the discussion of satellite positions in 7/12. Please keep up the good work.
I have read Craig's work in the past; was expecting a topical conversation.
