Webinars With Industry Experts

Crucial Conversations: A New Retiree's Bear Market Risk

Your clients and you face a growing risk: bad luck. When newly retired clients suffer a plunge in their portfolios for two or three years in row (aka a bear), it can break an investor's spirit, making it hard to stick with a sensible plan.

Even a retirement portfolio that suffers several years of losing or low returns soon after inception can recover and flourish -- as the last decade vividly illustrated.
 
This webinar deconstructs the math of sequential portfolio losses, imparting wisdom about a topic that becomes more relevant every month as the 110-month old expansion closes in on the 120-month record longest boom bracketing the 1990s. This is a crucial conversation for clients and advisors.

The objective is to increase your competency in quantifying a retirement portfolio's capacity for recovering and in explaining this risk to clients. Analyzing the 33 rolling 25-year periods over the last 57 years, Dr. Craig Israelsen, who has taught college and post-graduate classes on family financial management for three decades, teaches about:

• the effect that variable sequence of returns has on a retirement portfolio's balance during the first five years of withdrawals
• the capacity to recover fully
• the final account balance after 25 years of withdrawals, in 33 rolling 25-year periods
• the importance of a diversified portfolio with equity and fixed income during retirement



Craig Israelsen, Ph.D., for three decades, has helped define best practices for fiduciaries in managing low-expense portfolios, publishing his research monthly in Financial Planning magazine and teaching on A4A for many years.

Want to share Craig's content with clients? This email address is being protected from spambots. You need JavaScript enabled to view it..

Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. If you're paying a TAMP or custodian for managed portfolios, Craig's classes can lower your fees and enable a business model better for your clients and you. He has partnered with A4A and leads classes monthly.

Join Craig Israelsen for the 9th Annual 7Twelve Portfolio Conference Aboard the Norwegian Getaway!

 

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

SCHEDULE A DEMO