Illustrating Retirement Portfolio Outcomes For Clients

Illustrating Retirement Portfolio Outcomes For Clients
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 450567835

At this session, you'll learn:

a rigorous but easy way to illustrate the accumulation phase of a retirement portfolio
how to simulate the distribution phase based on a wide variety of client-driven variables
a professional process for analyzing a client's portfolio survival rate on the fly based on RMD or non-RMD situations   
a practical approach for fiduciaries to illustrate, real-time in meetings with clients, the difference in portfolio growth based on asset allocation models and investment expenses

The analysis you'll learn about is based on a 60-year investing lifetime of 34 "individuals" over rolling periods from 1926-2018. You'll come to understand the range of investor outcomes over long periods based on key variables.

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.

A spreadsheet to apply what they learn in this course in their practice is available for $99 -- a $50 discount from the regular price of $149 -- is available to A4A members by This email address is being protected from spambots. You need JavaScript enabled to view it..

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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 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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I would like to know how I can purchase spreadsheet

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