Webinars With Industry Experts

Illustrating Retirement Portfolio Survival

To build client relationships that will last beyond the next bear market, now is the time to call each of your clients and show them how their portfolios are likely to behave in different economic scenarios.

At this webinar, you'll learn how to efficiently illustrate the survival rate of a portfolio through different economic conditions, and gain a firm grasp of key underlying trends affecting the survival rate of retirement income portfolios.

Craig Israelsen, Ph.D., an expert in designing low-expense portfolios, shows the impact that changing key variables is likely to have on a portfolio.

Showing how long a portfolio is expected to survive with an inflation rate of 2% instead 3%, or lowering withdrawals $100 a month, gives clients the foundation for understanding the importance of a long-term strategic plan.

Portfolio cost, inflation rates, and the impact of different tax rates will also be illustrated, along with four graphs to help retirees understand "sequence-of-returns" risk. Required minimum distributions are also illustrated and Craig suggests applying the RMDs as a withdrawal strategy.

Craig demos these retirement income planning scenarios in a low-cost spreadsheet you can download.
 
To collaborate with Craig deeply, request a This email address is being protected from spambots. You need JavaScript enabled to view it..

Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A.

This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

                                                         8th Annual 7Twelve Conference, November 10-11

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