Webinars With Industry Experts

Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

How long will a portfolio last? Based on 90 years of data, from 1926 to 2015, and withdrawal rates ranging from 3% to 8% annually, we will review the results of various portfolios and examine their survival rates over 56 rolling 35-year periods.

 

With retirement income planning now the chief challenge professionals must counsel clients on, Dr. Craig Israelsen reviews his latest findings, which demonstrate a novel way to help clients visualize the risk of running out of money late in life.

 

You'll learn about:

 

Characteristics of portfolios that most often survived the 56 35-year rolling periods

Why portfolios with highest average returns may not have best survival rate

A novel technique to help clients see the impact of their withdrawal rates

 


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. He's taught thousands of students about family financial management for over two decades. 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. Israelsen's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.


Purchase the slides for this presentation for $75 now
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This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

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