Retiree Risk And Portfolio Results After Fees And 58 Years

Retiree Risk And Portfolio Results After Fees And 58 Years
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 994537235

With fear spikes and market volatility accelerating in the last year, this class gives you the facts to show clients a 4% withdrawal rate is realistic, imparting the wisdom you and your clients need to stay invested through the next stock market crash.

Defining risk and fear in vivid illustrations of stock market math -- without Monte Carlo simulation -- 58 years of actual performance results of multiple models are illustrated based on actual returns of indexes, before and after expenses.

Craig Israelsen, Ph.D. has published monthly articles in Financial Planning about low-expense portfolio design for 22 years and taught thousands of college and graduate students about family financial management.


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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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Really valuable info for counseling clients! Just not sure I can get it past compliance.

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