Key Variables In Retirement Portfolio Analysis, Craig Israelsen, March 2022

Craig Israelsen
Thursday, March 31, 2022 4PM EST
CFP® Live CPA IWI
Program Id: 583265691
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Key Variables In Retirement Portfolio Analysis
Designing a retirement portfolio is not simply a matter of extending what was employed during an individual’s accumulation years. For retirees, especially those at risk of outliving their portfolios, assets may be allocated more broadly to lessen the risk of bad timing – that is, sustaining a devastating bear market loss just before or after retirement. In addition, as money is systematically withdrawn, suddenly, the risk of the sequence of returns looms much larger.

The objective of this 1-credit class is to remind practitioners of the key variables that determine retirement portfolio survivability, including:

● portfolio withdrawal rate
● portfolio withdrawal method (RMD vs. $- or %-based amount)
● portfolio asset allocation
● portfolio cost
● adjusted historical performance
● inflation-adjusted results
● period analyzed
● variety of assets utilized

Solutions for reducing the risk of a poor sequence of returns in the early stage of retirement and other retirement portfolio risks are illustrated using a spreadsheet designed by course-instructor, Craig L. Israelsen, Ph.D. The Retirement Portfolio Analyzer, a powerful Excel spreadsheet for solving and illustrating client retirement financial planning solutions, is included with an optional 2-credit elective course.

For RICP® and RMA® practitioners, this class presents a different approach and adds perspective.

After learning about the varaibles and seeing their impact on a portfolio, particpants have the option to take an elective course that includes Craig Israelsen's software and two additional one-hour classes about retirement portfolio management.

 

Craig L. Israelsen, Ph.D., has been a regular contributor to Advisors4Advisors since April 2009, and has taught monthly on A4A for a decade. He also contributes regularly to AAII Journal, one of the nation’s largest individual-investor-funded information resources with a history of intellectual integrity. Prof. Israelsen has taught about family financial management at universities and is currently Executive-in-Residence in the Financial Planning Program at Utah Valley University, teaching classes toward earning a CFA charter. Published monthly in Financial Planning magazine for 25 years, Craig has a documented history for providing a sustainable system for advisors to manage low-expense portfolios.

After registering, you will receive an email confirmation from This email address is being protected from spambots. You need JavaScript enabled to view it.Check spam folder if you do not receive it.

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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nice

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Thought it was a bit of a sales program for his software. I prefer other programs that look at Monte Carlo simulation

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