Showing Clients Retirement Portfolio Risk Variables

Showing Clients Retirement Portfolio Risk Variables
Craig Israelsen12/19/19 4 PM ESTCFP Live CPA IWIProgram Id: 434864235

How can advisors help clients quantify retirement risk?

Count these ways Craig Israelsen, Ph.D., teaches at this professional education class:

• backtest withdrawal rates as well as the RMD
• show the effects of varying portfolio expense ratios and advisory fees
• adjust performance to simulate more pessimistic terminal portfolio values
• show the terminal values of portfolios with different asset allocations during accumulation years versus during retirement

 

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.

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.

User reviews

33 reviews

 
(25)
 
(8)
3 stars
 
(0)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
4.8  (33)
Already have an account? or Create an account
View all reviews View most helpful
Rating 
 
 
5.0
Was this review helpful to you? 
Rating 
 
 
5.0
Was this review helpful to you? 
Rating 
 
 
4.0

good demo of very useful took

Was this review helpful to you? 
Rating 
 
 
5.0

Excellent tool and presentation. Craig was very passionate about the tool, the ease of use in creating effective visuals for advisors, and the comfort it can provide both clients and advisors as they attempt to navigate the retirement income landscape. Thank you for a great year. Have a wonderful holiday season.

Was this review helpful to you? 
Rating 
 
 
5.0
Was this review helpful to you? 
View all user reviews