Webinars With Industry Experts

Inflation And Asset Performance: A 92-Year Review

After an 11.8% correction two weeks ago, stock prices roared back last week, making this the right time to examine the performance history of inflation and core asset classes through 2017. At this class, the performance of individual asset classes and various portfolios are evaluated over low- and high-inflation periods over the past 92 years, giving professionals an important perspective on prudent portfolio management based on illustrations using the latest asset-class...

Maximizing The New 20% Deduction On Pass-Throughs

The new 20% deduction for pass-through entities -- businesses other than C corporations -- alters financial planning, tax and investment decisions for a key group of financial advisor clients.At this class, Robert Keebler, CPA/PFS, one of the nation's top educators of lawyers and accountants explains the practical implications of the new rules associated with IRC Section 199A, including the impact of the new deduction on owners of small businesses, professional practices, and real...

2018 Tax Planning For Advisors, Two Credits

  The new tax law changed everything. At this session, Robert Keebler, CPA/PFS, shares key planning strategies financial planning professionals need to know now. • What the overhaul means to financial advisor clients • Pass through income opportunities and pitfalls • Professional service firms • C Corps • The new estate planning regime and administration rules • Gift and GST exemption doubled • Financial planner and investment advisor action plan.     To collaborate deeply...

Performance Of Diversified Portfolios, 1970-2017

Some inflection points change the likelihood of retirement success counter-intuitively. Using historical data, this presentation examines annual growth and loss potential of various portfolios both during before and after retirement. This presentation specifically examines the use of "alternative asset classes" in portfolio design. What to expect from multi-asset diversified model portfolios is explained, using the 7Twelve® Portfolio as a proxy for historical returns, as well as: •...

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...

Asset Class Correlations In Diversified Portfolios

Which asset classes are least correlated with U.S. stock prices? How has adding low-correlation assets influence a diversified portfolio? In recent years, as markets became more accessible globally, has the behavior of any asset classes changed? This webinar will update you on the latest correlation statistics affecting multi-asset portfolios and refresh your memory of key considerations in managing private wealth as a fiduciary. Craig Israelsen, Ph.D., for over two decades has...

Illustrating Retirement Portfolio Survival

To build client relationships that will last beyond the next bear market, now is the time to call each of your clients and show them how their portfolios are likely to behave in different economic scenarios. At this webinar, you'll learn how to efficiently illustrate the survival rate of a portfolio through different economic conditions, and gain a firm grasp of key underlying trends affecting the survival rate of retirement income portfolios. Craig Israelsen, Ph.D., an expert...

When Is It Best To Invest? A Review Over 37 Years

In which month of the year is it best to invest?   Based on the average performance of seven core asset classes over the past 37 years, Craig Israelsen, PhD., demonstrates whether one month of the year is better to invest than others. In addition to individual asset classes, he reviews the average performance of a multi-asset portfolio during each month of the year to see if it matters to advisors investing in broadly diversified portfolios and which month is best. More importantly,...

Shifts In The Efficient Frontier Over The Decades

How has the efficient frontier shifted over the decades? Craig Israelsen, PhD., demonstrates shifts in the efficient frontier decade-by-decade over the last 47 years. Gross performance and net return of seven major asset classes and two portfolio models are examined, before and after inflation, at this webinar for practitioners. Professionals who manage low-expense portfolios are able to internalize performance data and subtle changes driving portfolio characteristics over the...

What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!

This webinar shows advisors how to explain why "total" market index funds -- equity and bond -- are outperformed by advisors investing in individual funds.   The performance advantage is far more significant in stocks than in bonds, but overall the convenience of total market indexes does not justify their under-performance compared to investing in individual funds that target specific asset classes. Prof. Craig Israelsen, a portfolio design expert, shows...

Minimizing Estate Taxes Of UHNWIs

  Minimizing estate taxes can save clients tens of thousands of dollars. Amid the patchwork of state and federal rules, low-rates and inflation, and a huge bull market, this session refreshes you on specialized terms, techniques, and timely tips, including: • Portability of exclusions • Annual exclusion gifts • Lifetime exemption gifts • Taxable gifts • Intra-family loans • Dynasty Trusts • Grantor Retained Annuity Trusts • Sales to Intentionally Defective Grantor Trusts To...

Everything An Investment Fiduciary Needs To Know About Trusts And Estates

  This class teaches Investment Adviser Representatives all they need to know about trusts and estates to advise on inter-generational transfers. This session covers fundamental legal principles, including: • Legal definitions • Principles of estate and trust planning • Property ownership • Differences in state and federal jurisdiction To collaborate deeply with Bob, subscribe to a free trial of our client education platform. Robert S. Keebler, CPA/PFS, MST, AEP...

Why You Must Discuss Asset Protection With Every Client, And What You Should Say

With fewer estates subject to tax, asset protection is more important. IA reps, especially CFPs, CPA/PFSs, CIMAs and insurance professionals should be discussing asset protection with all of their clients. If you're giving advice on wealth management, integrating strategies to protect a client's earnings, bequests, and other assets from lawsuits, divorce, family discord, business disputes and other claims is a matter of prudence, and can make a huge difference in a client's financial...

College Funding Techniques For Advisors

Everything a financial advisor needs to know to plan funding a college education tax-efficiently, including: • FAFSA calculations • Education Savings Accounts (ESAs) • Qualified Tuition Plans (QTPs) • UGMA and UTMAs • Income tax deductions and credits for tuition • Retirement distributions to pay tuition • Gifts to pay for tuition • Health and Education Exclusion Trusts (HEETs). If you like Bob Keebler's webinars, please...

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