Webinars With Industry Experts

Country- And Region-Specific Foreign ETFs Beyond EAFE

At this session, Craig Israelsen, Ph.D. examines the variety of ETFs invested in foreign securities indexes, comparing their variance in returns, risk, and other key analytics as well as to major non-US equity indexes and mutual funds.The correlation of returns of country-specific ETF indexes as well as their other characteristics versus the S&P 500 index, and the MSCI EAFE Index is unveiled by Prof. Israelsen in this advanced investment education session.Advisors seeking to...

Trust & Estate Planning For IAs And Financial Planners

This class on trusts and estates focuses on strategies professionals must know to advise on inter-generational transfers of wealth, including: • Key terms and principles in estates and trusts• Strategic planning regarding property ownership• Examples of differences between jurisdictions Robert Keebler, CPA/PFS, earned an average rating of more than 4.8 out of five stars from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about...

Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)

Stocks are back near their all-time high following December's flash bear market.The Fed's January about-face on rate hikes returned stocks to within 2% of September's all-time high. The latest economic data support the stock market's recovery.What's ahead?This 110-minute, two-credit session helps investment professionals find the answers. Fritz Meyer would be inducted in the Economics Hall of Fame -- if it existed -- for averaging a perfect 5.0-star rating for the last 11 consecutive sessions....

Foreign, Commodities, Fritz Meyer And MPT

At this session, Craig Israelsen, Ph.D. reviews the performance of a broad array of asset classes, with a focus on the performance of non-US equity and commodities over the past two decades. At this class, Craig also examines the strategic impact of Fritz Meyer's point of view on foreign equities and commodities, plowing new ground in their collaboration to the benefit of A4A members.  The variation in performance among developed non-US equities, small- and mid-cap non-US equities,...

College Funding CE For Financial Planners And IAs

Just about everything a financial planner needs to know about college funding and taxes is covered in this timely CE webinar by Robert Keebler, CPA/PFS, including: • FAFSA calculations • Education Savings Accounts (ESAs) • Qualified Tuition Plans (QTPs) • Uniform Gift to Minors Act (UGMA) • Uniform Transfer to Minors Act (UTMA) Accounts • Tuition tax deductions and credits • Retirement distributions to pay tuition • Gifts to pay for tuition • Health and Education Exclusion Trusts...

Fritz Meyer Economic Update, March 2019

From a year-over-year earnings gain of +23% in 2018, S&P 500 earnings growth is forecast to slow to just +4% y/y in 2019, before picking up to +12% y/y in 2020. At 17.2 times trailing 12-month earnings and 16.5 times 2019's earnings forecast, the S&P 500 is trading right at fair value, and reasonably could be expected to trend gradually higher by year-end. At this session, Fritz Meyer offers facts and analysis about:• earnings expectations• Fed policy• interest rates • OECD's weaker...

Retirement Income Math For Professionals

The math of income replacement is straight-forward, according to Craig Israelsen, Ph.D., but he's taught this lesson for decades and is an expert in designing retirement portfolios. Craig makes core math concepts driving retirement income easier to apply in this annual update of historical survival rates of various portfolios over the past 93 years, 1926 through the end of 2018.Performance of asset classes and models during the 20-year period from 1999-2018 are examined versus an...

Tax-Saving Strategies For Rental Real Estate Owners

Tax reform produced many new opportunities and traps, especially in real estate. A financial advisor does not need to know all the minutia, but must know how the changes encourage or discourage investments in rental real estate. This course covers:  • financial impact of Sec. 199A• keeping records • organizing clients to maximize the deduction• using leverage after tax reform• benefiting by acquiring rental property before 2022  • eliminating gains taxes using Opportunity Zones •...

Fritz Meyer Economic Update, February 2019

The Wall Street Journal says the Fed "apologized" for its mistaken message of December 19th and has adopted its new mantra, patience, that they're now repeating repeatedly. Investors love it!Following January's blowout 304,000 net-new jobs and the rebounding manufacturing PMI, investors are rethinking their gloomy December outlook.The CBO's latest federal deficit and debt forecasts show U.S. debt, as a percent of GDP, is headed for the stratosphere. Should you be worried? The China trade war,...

Best Financial & Tax Planning Ideas For 2019

With the new year and new tax laws, advisors must be familiar with many new planning opportunities and traps in 2019.This class gives you the grounding needed to advise clients on the most important strategies to emerge since December 2017 affecting mass-affluent and high-net-worth individuals, including:• new itemized deduction strategies• charitable giving and donor advised funds• best gift and estate tax ideas• new loss limitation rules• trust and estate income tax planning•...

Annual Update On Performance Characteristics Of Asset Classes And Portfolios

The performance of primary asset classes and multi-asset portfolios over the past 93 years are reviewed at this session, with emphasis over the past 49 years and 20 years. • 93 year performance review of 4 primary asset classes• 49 year performance review of 7 primary asset classes• 20 year performance review of 12 primary asset classesRisk, return, correlations, and other statistical characteristics for measuring performance are examined, as well as the impact of expenses,...

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...

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...

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...


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