Inflation Buster Portfolios

The learning objective of this class is to analyze five retirement models -- from very conservative to extremely aggressive –- to determine how often they beat inflation. Three different withdrawal methods are studied.

The importance of equity in a retirement portfolio becomes evident.  Additionally, the asset allocation of a retirement portfolio should take into account how money is going to be withdrawn from the portfolio.

● The role of equity in a retirement portfolio in combating inflation
● The impact that withdrawal method has on the asset allocation decision

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.

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This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE and PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.