Showing Clients Retirement Portfolio Risk Variables

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.