The Math Of Retirement

The Math Of Retirement
Craig Israelsen
12/04/15 4 PM EST
Live CPA IWI
Program Id: 119867467
3.0
Average Attendee Rating
Poor Average Excellent

Retirement income planning is changing the way practitioners charge and advise clients.

A demographic bubble packed with aging baby boomers all at once are becoming worried about sustainability of their income.

 

Retirement income planning is a more expensive service to provide than portfolio management, which will pinch profits.

 

To stay competitive, practitioners, at a minimum must know the math of retirement and be able to explain it to anyone.

At this session, Dr. Craig Israelsen, an expert on index investing, reviews the key elements of retirement portfolios.

You'll learn about:

The retirement account multiple (or RAM)

The initial withdrawal rate

Income replacement ratios

Actionable retirement portfolios

    ◦ multi-asset class retirement models

    ◦ Performance over the past 15 years

 


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."
He has partnered with A4A since 2009, and is an Advisor Products content partner.

 

This webinar 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

64 reviews

 
(41)
 
(17)
 
(4)
 
(2)
1 star
 
(0)
Rating 
 
 
3.0  (64)
Already have an account? or Create an account
View all reviews View most helpful
(Updated: December 03, 2015)
Rating 
 
 
5.0

very informative

Was this review helpful to you? 
(Updated: December 03, 2015)
Rating 
 
 
5.0
Was this review helpful to you? 
(Updated: December 03, 2015)
Rating 
 
 
5.0
Was this review helpful to you? 
(Updated: December 03, 2015)
Rating 
 
 
4.0

Very useful

Was this review helpful to you? 
(Updated: December 03, 2015)
Rating 
 
 
3.0

Way too slow

Was this review helpful to you? 
View all user reviews