Visualizing The Impact Of Various Withdrawal Rates

Visualizing The Impact Of Various Withdrawal Rates
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
You must be registered and logged in to view this replay
CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 352267875

Optimizing a retiree's portfolio requires balancing the need for current income against expectations for the future.

This webinar presents a graphical technique enabling retirees to better understand the financial impact that a range of withdrawal rates is likely to have on their lives.

Dr. Craig Israelsen, who has taught college and post-graduate classes on family financial management for three decades, shares:

a data visualization to show clients the dynamics of retirement withdrawal rates
the impact of high- versus low-expense portfolios on retiree income
the benefits and effects of diversified asset allocation



Craig Israelsen, Ph.D., for three decades, has helped define best practices for fiduciaries in managing low-expense portfolios, publishing his research monthly in Financial Planning magazine and teaching on A4A for many years.

Want to share Craig's content with clients? This email address is being protected from spambots. You need JavaScript enabled to view it..

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.

Join Craig Israelsen for the 9th Annual 7Twelve Portfolio Conference Aboard the Norwegian Getaway!


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 IMCA® credit on replays available 24/7 to paying members ($60 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.

User reviews and Comments

53 reviews

 
(47)
 
(5)
3 stars
 
(0)
 
(1)
1 star
 
(0)
Rating 
 
4.9  (53)
Already have an account? or Create an account
View all reviews View most helpful
Rating 
 
4.0

Information helpful in understanding withdrawal variables.

Was this review helpful to you? 
Rating 
 
5.0
Was this review helpful to you? 
Rating 
 
4.0
Was this review helpful to you? 
Rating 
 
5.0
Was this review helpful to you? 
Rating 
 
5.0

This was great. As a near retirement advisor, this really helped give me some comfort!

Was this review helpful to you? 
View all user reviews