Low-Expense Investment Management Resources
51-Year Asset Class History Class Draws Top Ratings & Reviews From Advisors
Professional education course description
Retirement planning illustration tool (2:21 demo)
Reviews Of This Retirement Income Planning CE Class
This session is practical and educational for retirement income planning. Craig Israelsen, Ph.D., who has published portfolio design research monthly on A4A for many years, illustrates retirement income planning decision-making using a spreadsheet that took years to build, for $200.
The lessons about retirement withdrawal schemes – using fixed amounts, COLAs, or percentage-based – are important to all financial advisors. It’s great CE content! However, A4A always transcends traditional CE by making professional education practicable and that’s what’s so wonderful about the reviews from advisors below.
Craig’s average rating was 9.4 on a scale of 1 to 10. Reviews attendees of the live class follow, and this class is eligible for CFP credit on-demand.
Optimizing Withdrawals From Taxable Portfolios
Craig Israelsen, Ph.D., teaches on A4A monthly about low-expense investing. For three decades, Craig has helped define best practices in managing portfolios for individuals, publishing his research monthly in Financial Planning magazine. He's taught on A4A for a decade. Craig's also taught family financial management at universitiesthree decades, and he's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University.
Craig's monthly A4A classes enable low-expense portfolio management in a professional practice.
After registering, you will receive an email confirmation from This email address is being protected from spambots. You need JavaScript enabled to view it.. Check spam folder if you do not receive it.
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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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.