Retirement Income Math For Professionals

Retirement Income Math For Professionals
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 357930083

The math of income replacement is straight-forward, according to Craig Israelsen, Ph.D., but he's taught this lesson for decades and is an expert in designing retirement portfolios.

Craig makes core math concepts driving retirement income easier to apply in this annual update of historical survival rates of various portfolios over the past 93 years, 1926 through the end of 2018.

Performance of asset classes and models during the 20-year period from 1999-2018 are examined versus an equal-weighted combination, illustrating key modern portfolio theory concepts.

Give clients a picture of their retirement funding using math that they will understand -- even if they hate math!



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.

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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.


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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Another great presentation.

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