How can advisors help clients quantify retirement risk?
Count these ways Craig Israelsen, Ph.D., teaches at this professional education class:
• backtest withdrawal rates as well as the RMD
• show the effects of varying portfolio expense ratios and advisory fees
• adjust performance to simulate more pessimistic terminal portfolio values
• show the terminal values of portfolios with different asset allocations during accumulation years versus during retirement
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Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. If you're paying a TAMP or custodian for managed portfolios, Craig's classes can lower your fees and enable a business model better for your clients and you. He has partnered with A4A and leads classes monthly.
This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.
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good demo of very useful took
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Excellent tool and presentation. Craig was very passionate about the tool, the ease of use in creating effective visuals for advisors, and the comfort it can provide both clients and advisors as they attempt to navigate the retirement income landscape. Thank you for a great year. Have a wonderful holiday season.
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.