Gain best practices for building a retirement portfolio that will last.
The dividend yield of a portfolio is important, but there are additional considerations when building a retirement portfolio that will last for at least 25 years. This presentation outlines the key variables that determine the durability of a dividend-oriented retirement portfolio.
Agenda
Faculty
Craig L. Israelsen, Ph.D.
7Twelve (TM) Portfolio
- Developer of the 7Twelve® portfolio
- Executive-in-Residence, Financial Planning Program, Utah Valley University
- Wrote monthly for Financial Planning Magazine for over 20 years
- Author of several books
- Previously on the faculty at University of Missouri (1991-2014) and Brigham Young University (2004-2013)
- Has published dozens of journal articles and hundreds of professional articles
- •Can be contacted at [email protected] or 801-489-4711
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