Webinars With Industry Experts

Performance Of Diversified Portfolios, 1970-2017

Category: Webinars
Written by Advisor Dashboard
Some inflection points change the likelihood of retirement success counter-intuitively. Using historical data, this presentation examines annual growth and loss potential of various portfolios both during before and after retirement. This presentation specifically examines the use of "alternative asset classes" in portfolio design. What to expect from multi-asset diversified model portfolios is explained, using the 7Twelve® Portfolio as a proxy for historical returns, as well as: •...
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Make Investment Review Meetings More Productive

Category: Webinars
Written by Advisor Dashboard
BREAKING NEWS: TAX REFORM UPDATE AT 5 P.M. ET BY BOB KEEBLER WILL FOLLOW TODAY'S WEBINAR. Year-end portfolio reviews with clients can meander and lose direction. Focusing on the four topics outlined in this presentation helps you to always stay on course by teaching clients about good investor behaviors that make a quantifiable difference. Combining historical data supporting a strategic investment philosophy, you'll give clients a trail to follow and a map showing them the...
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Asset Class Correlations In Diversified Portfolios

Category: Webinars
Written by Advisor Dashboard
Which asset classes are least correlated with U.S. stock prices? How has adding low-correlation assets influence a diversified portfolio? In recent years, as markets became more accessible globally, has the behavior of any asset classes changed? This webinar will update you on the latest correlation statistics affecting multi-asset portfolios and refresh your memory of key considerations in managing private wealth as a fiduciary. Craig Israelsen, Ph.D., for over two decades has...
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Illustrating Retirement Portfolio Survival

Category: Webinars
Written by Advisor Dashboard
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...
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When Is It Best To Invest? A Review Over 37 Years

Category: Webinars
Written by Advisor Dashboard
In which month of the year is it best to invest?   Based on the average performance of seven core asset classes over the past 37 years, Craig Israelsen, PhD., demonstrates whether one month of the year is better to invest than others. In addition to individual asset classes, he reviews the average performance of a multi-asset portfolio during each month of the year to see if it matters to advisors investing in broadly diversified portfolios and which month is best. More importantly,...
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Shifts In The Efficient Frontier Over The Decades

Category: Webinars
Written by Advisor Dashboard
How has the efficient frontier shifted over the decades? Craig Israelsen, PhD., demonstrates shifts in the efficient frontier decade-by-decade over the last 47 years. Gross performance and net return of seven major asset classes and two portfolio models are examined, before and after inflation, at this webinar for practitioners. Professionals who manage low-expense portfolios are able to internalize performance data and subtle changes driving portfolio characteristics over the...
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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!

Category: Webinars
Written by Advisor Dashboard
This webinar shows advisors how to explain why "total" market index funds -- equity and bond -- are outperformed by advisors investing in individual funds.   The performance advantage is far more significant in stocks than in bonds, but overall the convenience of total market indexes does not justify their under-performance compared to investing in individual funds that target specific asset classes. Prof. Craig Israelsen, a portfolio design expert, shows...
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Minimizing Estate Taxes Of UHNWIs

Category: Webinars
Written by Advisor Dashboard
  Minimizing estate taxes can save clients tens of thousands of dollars. Amid the patchwork of state and federal rules, low-rates and inflation, and a huge bull market, this session refreshes you on specialized terms, techniques, and timely tips, including: • Portability of exclusions • Annual exclusion gifts • Lifetime exemption gifts • Taxable gifts • Intra-family loans • Dynasty Trusts • Grantor Retained Annuity Trusts • Sales to Intentionally Defective Grantor Trusts To...
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say

Category: Webinars
Written by Advisor Dashboard
With fewer estates subject to tax, asset protection is more important. IA reps, especially CFPs, CPA/PFSs, CIMAs and insurance professionals should be discussing asset protection with all of their clients. If you're giving advice on wealth management, integrating strategies to protect a client's earnings, bequests, and other assets from lawsuits, divorce, family discord, business disputes and other claims is a matter of prudence, and can make a huge difference in a client's financial...
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates

Category: Webinars
Written by Advisor Dashboard
  This class teaches Investment Adviser Representatives all they need to know about trusts and estates to advise on inter-generational transfers. This session covers fundamental legal principles, including: • Legal definitions • Principles of estate and trust planning • Property ownership • Differences in state and federal jurisdiction To collaborate deeply with Bob, subscribe to a free trial of our client education platform. Robert S. Keebler, CPA/PFS, MST, AEP...
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College Funding Techniques For Advisors

Category: Webinars
Written by Advisor Dashboard
Everything a financial advisor needs to know to plan funding a college education tax-efficiently, including: • FAFSA calculations • Education Savings Accounts (ESAs) • Qualified Tuition Plans (QTPs) • UGMA and UTMAs • Income tax deductions and credits for tuition • Retirement distributions to pay tuition • Gifts to pay for tuition • Health and Education Exclusion Trusts (HEETs). If you like Bob Keebler's webinars, please...
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Low-Expense Portfolio Design For RIAs

Category: Webinars
Written by Advisor Dashboard
Reduce the cost of advising on a core portfolio while capitalizing on consumer demand for personal advice and transparency as well as low expenses. At this session, Dr. Craig Israelsen discusses the essential attributes of a low-cost portfolio diversified broadly to serve as core holdings for all your clients and how to customize it to each client. The "core and customize” approach is a systematic way of scaling a professional practice. Investment advice is a commodity and this...
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Limitations Of Popular Financial Planning Software Applications For Professionals

Category: Webinars
Written by Advisor Dashboard
Today's financial planning software for professionals improves on the advice you can give instead of relying on Excel spreadsheets and heuristics like the "4% rule," but even these highly sophisticated apps have serious limitations that fiduciaries need to be aware of and address. This presentation will take you under the hood of popular goal-based planning software and to expose important factors affecting the efficacy of retirement and other goal-based plans, and provides a...
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Key Features For RIAs In Office 365 And What's Coming In 2017

Category: Webinars
Written by Advisor Dashboard
We've gone through a detailed look at Office 365 throughout the year; now it is time to take a look at a higher level and review the features that have changed and what’s on-tap in 2017. Office 365 is a dynamic, subscription-based software platform that can help advisors build and maintain a competitive advantage in the marketplace – but you need to know what you can do with it! At this session, you'll learn about: • The latest updates in Office 365 • What the updates mean for...
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