Preparing Your Portfolio for Retirement

This webinar explores retirement portfolio models and their performance over the past 90+ years. It emphasizes the importance of an appropriate balance between stocks and bonds, and the variables affecting their success. Attendees will gain knowledge on managing their retirement portfolio for over 25 years.
Tuesday, July 22, 2025
Time: 10:30 AM PDT | 01:30 PM EDT
Duration: 90 Minutes
IMG Craig Israelsen
Id: 8250
Live
Session
$119.00
Single Attendee
$249.00
Group Attendees
Recorded
Session
$159.00
Single Attendee
$359.00
Group Attendees
Combo
Live+Recorded
$249.00
Single Attendee
$549.00
Group Attendees

Overview:

This webinar reviews various retirement portfolio models (asset allocation mixes ranging from conservative to moderately aggressive) and how they have performed over the past 90+ years.  

Why you should Attend:

As we prepare for retirement it’s important to understand the importance of an appropriate balance between stocks and bonds (aka asset allocation).

This webinar reviews how various retirement portfolios behaved over the past century and the variables that impact the success of retirement portfolios (where success means the portfolio lasts more than 25 years once withdrawals begin).

This webinar will help individuals enter retirement with more understanding about how to manage their retirement portfolio so that it lasts far more than 25 years.

Areas Covered in the Session:

  • Overview of various retirement asset allocation models 
  • Impact of withdrawals on retirement portfolio survival
  • Impact of portfolio cost on retirement portfolio performance
  • Impact of RMD (Required Minimum Distribution) on retirement portfolio survival
  • Impact of percentage-based withdrawals vs. cash-based withdrawals on portfolio survival

Who Will Benefit:

  • Anyone Preparing for or Currently in Retirement and who is Withdrawing Money or Preparing to Withdraw Money from their Portfolio

Speaker Profile

Dr. Craig L. Israelsen holds a Ph.D. in Family Resource Management from Brigham Young University. He received a B.S. in Agribusiness and a M.S. in Agricultural Economics from Utah State University.

He taught at Brigham Young University for 9 years and at the University of Missouri-Columbia for 14 years. He now teaches as an Executive-in-Residence at Utah Valley University in the Personal Financial Planning Program.

Primary among his research interests is the analysis of mutual funds and the design of investment portfolios. He wrote a monthly research article for Financial Planning Magazine for over 20 years and is a regular contributor to Horsesmouth.com, Better Investing Magazine, and the American Association of Individual Investors Journal. His research has been published in the Journal of Financial Planning, Journal of Asset Management (U.K.), Journal of Performance Measurement, Asia Financial Planning Journal (Singapore), Journal of Family and Economic Issues, and Financial Counseling and Planning.

His research has been cited in the Christian Science Monitor, Wall Street Journal, Newsweek, Forbes, Smart Money Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones Market Watch, Family Circle Magazine, and Bottom Line Personal.

Dr. Israelsen is also the developer of the 7Twelve Portfolio (www.7TwelvePortfolio.com) and the author of three books. His most recent book is titled "7Twelve: A Diversified Investment Portfolio with a Plan" (John Wiley & Sons, 2010).

He is married to Tamara Trimble. They have seven children. Hobbies include hiking, flower gardening, photography, and traveling. He competed in the Boston Marathon 5 times, but never won.