Inflation Buster Portfolios

Craig Israelsen
Wednesday, April 27, 2022 4PM EST
CFP® Live CPA IWI
Program Id: 116610611
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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  Additionally, the asset allocation of a retirement portfolio should take into account how money is going to be withdrawn from the portfolio.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.


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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great info, so you can demonstrates performance with confidence

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interesting perspective

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Hugely helpful and gave a new perspective related to the interrelationship of the extraction percentage, the allocation and inflation. We use sophisticated software that illustrates the likelihood of not running out of money in various scenarios but this simplified thinking about the components.

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good job

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