Webinars With Industry Experts

Foreign Stock & Bond Effects In Low-Expense Portfolios

The latest statistics measuring the portfolio effects of foreign investing and the value of diversifiers and fixed Income. • Risk and return measures of 12 key ingredients in a strategically diversified portfolio over the past 21 years • Focused attention on the effects of foreign ingredients• Overall risk, return, and correlation measurements for a portfolio that starts with one asset class and progressively grows to include 12 asset classes• The importance of "brakes" in an...

Advanced Planning With Roth IRAs

While many advisors know about the basic rules of Roth IRAs, understanding the tax and economic forces driving conversions presents a major opportunity in the low interest-rate environment that has followed the Tax Cuts and Jobs Act.At this session, Robert Keebler will discuss: • Reasons to convert to a Roth IRA• Taxation of Roth IRA conversions• Taxation of Roth IRA distributions• Mathematics of Roth IRA conversions• Re-characterizations• Estate tax considerations• "Stretch" Roth...

Fritz Meyer Economic Update, December 2018

Tariffs, rates, and the economy are raising fears. What if our worst fears are realized? The U.S. imposes a 25% tariff on everything we import from China. Both JP Morgan and Goldman Sachs conclude it might knock 0.1% off of 2019 GDP. A showstopper for the U.S. economy? The yield curve inverted, The New York Times and major TV cable news stations reported last week. But that's inaccurate! The yield curve has flattened but it's not close to inversion! FOMC members disdain yield curve inversion...

With Stock Market Volatility Higher, What Can You Expect?

Volatility increased in recent months and this webinar examines the statistical characteristics of portfolios in periods of high volatility, and specifically how it impacts overall portfolio correlation.This session gives practitioners a deeper understanding of key concepts that must be communicated clearly and repeatedly to clients, especially in periods of market jitters.Dr. Craig Israelsen, who has taught college and post-graduate classes on family financial management for three...

Fritz Meyer On The S&P 500 Correction

With the S&P 500 declining more than 10% from its September 20 all-time high, please join us for this extra webinar by independent economist Fritz Meyer. When the S&P 500 suffers a 10% drop, A4A adds an extra session to keep practitioners focused on key economic fundamentals. At this session, Fritz will focus on:• what caused the correction • 2019 sales growth versus earnings growth estimates • Latest LEI, manufacturing and non-manufacturing PMIs, inflation, disposable personal income,...

Advanced Tax Planning For Sec. 199A Business Deduction

The most important tax reform for business owners is Section 199A. This webinar shows advisors how to reduce qualified business owner 2018 income taxes, incentivize investment in employees and equipment, and evaluate changing the way the business is structured.Case studies show you how to assess the 199A deduction under various scenarios, illustrating the effects of the new code section and how to plan for the optimal tax solution.Robert Keebler, CPA/PFS, earned an average rating of...

Why GIPS® Standards Are Now More Important To Wealth Advisors

Download The Slides. Transparency is a regulatory burden imposed on RIAs by the government and modern marketing.CFA Institute's Global Investment Performance Standards (GIPS®) are designed to increase transparency and comparability. This webinar connects the dots between transparency and success for private wealth advisors.  Presentation of an investment firm's past performance can be a powerful tool for attracting new clients, and regulatory and technology trends are pointing the puck in...

Fritz Meyer Economic Update, November 2018

The stock market is recalibrating as investors reconsider the P/E multiple to apply given lower earnings growth and higher interest rates. Though we conducted an extra "correction session" on Oct 30, so much has happened since then to review. Last month, there were upward revisions and an upward stock market. This month, investors are cutting 2019 earnings estimates. Last month, S&P 500 2019 consensus earnings growth was +11%. This month it's +9%. And, the +9% for 2019 assumes further...

Designing Portfolios To Beat A 4% "Safe" Withdrawal Rate

To show how to design retirement portfolios prudently aiming to exceed the 4% "safe" withdrawal rate, this webinar deconstructs two portfolios over rolling 25-year periods between 1970 and 2017.Examining returns, risk, and characteristics of portfolios makes practitioners more fluent in key concepts you can apply and teach your clients. The key takeaway is not to advocate for higher withdrawal rates, but rather to demonstrate what to expect from a retirement portfolio and review the...

Tax Planning For The Sale of A Business

The sale of a business is the culmination of years, if not a lifetime, of hard work. Tax planning can make a major difference in a business owner's financial success.Advisors need to know how a business owner can prepare for a tax-efficient sale transaction from inception of a company as well as in the pre-retirement stage of a business owner's life. At this session, you'll learn about:• Opportunity Zones• Tax incentives for equity investments • Installment Sales• Charitable remainder...

Fritz Meyer Quarterly Economic Update, October 2018 (Two Credits)

Fritz Meyer's snapshot of everything important, according to current economic figures, at this session includes:• Upward revisions of good surprises consistently• 3.1% Fed 2018 GDP growth forecast is up from +2.1% a year ago• New highs consistently for S&P 500 12-month expected earnings and sales revenue for 2018 and 2019• Valuations are fair, at 18.2X 2018 expected earnings and 16.4X 2019 expected earnings• Following 9/26 FOMC meeting, Fed chair Jerome Powell said the "remarkably...

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...

2018 Year-End Tax Guidance For Investment Advisers

If tax-efficient investing and income tax planning separate you from competitors, please tune in to this 2018 year-end tax planning class. Financial planning and investment professionals learn techniques to minimize client income taxes and optimize investments for tax purposes.With a new tax code in effect for the first time this year, you'll get tips about:• managing the new brackets • gain and loss harvesting• education savings tax breaks• retirement income planning• 199A...

Fritz Meyer Economic Update, September 2018

Seventeen years after attackers struck the U.S. and vowed to bring the nation down, financial economist Fritz Meyer takes measure of current financial economic conditions at this month's review.A large segment of the U.S. population are "growth deniers." They believe wages are stagnant, investment is falling, and that tax reform has failed. Indeed, this is the dominant narrative in the media, the popular theory espoused by politicians and talking heads who assert the recent surge of growth...

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