Webinars With Industry Experts
How Advisors Can Encourage Good Behavior In Retirement Investors
Retirement preparedness is primarily a function of investor behavior. This presentation reviews opportunities for advisors to encourage good behavior among clients preparing for retirement and achieving other life goals.
At this webinar, you will learn about:
- • Investor responsibilities, mechanics, and expectations
- • A "buy-low" strategy that takes advantage of market dips
- • The necessity of saving an adequate amount
- • How your age impacts your retirement portfolios
- • How to properly benchmark a diversified portfolio
Guest speaker Craig L. Israelsen, Ph.D. is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and is an expert in the field of indexes and passive investing. He’s taught thousands of students about family financial management. He is a principal at Target Date Analytics, designer of the 7Twelve Portfolio, and author of “7Twelve: A Diversified Investment Portfolio with a Plan.”
This session is eligible for IMCA® CE credit.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
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