How To Stay The Course, Professional Education Class

Craig Israelsen
03/31/21 4 PM EST
CFP® Live CPA IWI
Program Id: 411084555
9.3
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Class Description: How To Stay The Course, Professional Education Class

What is the greatest risk to a retiree’s portfolio? Stock market volatility? Poor bond returns? Cash returns near zero? Or is the greatest risk fear? The inability to visualize long-term causes clients to bail out of a well-designed retirement portfolio is often cited as the biggest risk to investor success.

This class provides a visual demonstration of retirement portfolio survival using three-dimensional multi-color graphics. More than cool, it is a quick way to teach clients the power of staying the course for 25 years -- through the good and bad times.

This graphical technique allows a retiree to understand the impact of:

• raising or lowering the annual withdrawal rate on the portfolio balance 25 years later

• changing the portfolio’s asset allocation on the final account value

Attendees gain a deeper understanding of retirement portfolio durability and what happens when a retiree withdraws no more than 5% per year.

Craig Israelsen, Ph.D., since 2009, teaches on A4A monthly about low-expense investing. For three decades, Craig has helped define best practices in managing portfolios. Since 1996, he publishes his research monthly in Financial Planning magazine. He's also been a longtime contributor to AAII Journal. Craig's also  taught family financial management at universities for three decades. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University and teaches classes for earning a  CFA charter.  

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.


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.

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9.3
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Great information!

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Not great. He says that the approach never runs out of money, but a unitrust approach never will.

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is the spreadsheet used for this presentation available?

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I loved the visuals

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