Giving Retirement Clients Facts And Reasons For Hope

In advising on retirement income, financial professionals stand with consumers at the crossroads of hope and fear.

To coach clients in the best direction, financial advisors can model performance and longevity of retirement portfolios to vividly illustrate future scenarios to retirees.

A retirement filled with financial fear is bleak. While the future is unpredictable, factual analysis gives clients reason to hope. Hope, thus, triumphs over fear.

At this session, Dr. Craig Israelsen teaches professionals how to give consumers facts and reasons for hope, by showing you how to examine the impact of:

• various asset allocations on retirement portfolio performance
• portfolio cost on average annual income available to the retiree
• COLA vs. no COLA on the longevity of a retirement portfolio.


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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.