Webinars With Industry Experts

Make Investment Review Meetings More Productive

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 ways of the road.

Craig Israelsen, Ph.D., for over two decades has helped define best practices for fiduciaries in managing low-expense portfolios, documenting his research monthly in Financial Planning.



 
To update your clients based on Craig Israelsen's classes about low-expense investing, 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 one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

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