Live Webinar

65-minute live streaming program
  • June 8
  • 1:00 - 2:05 pm EST

Inflation and Investing Strategies for Financial Planning

June 8

Learn how to build a diversified portfolio that is better equipped for higher inflation.

Inflation comes and goes. It has been very low for a number of years until 2021. Now, the specter of inflation is clear. Some asset classes thrive during inflationary periods. This course reviews U.S. inflation over the past 96 years and identifies diversified investment portfolios that have provided better ‘real’ performance during periods of higher inflation compared to simple stock and bond portfolios. This material will also provide detailed guidance on how to build a modern 12-asset class portfolio that has components that perform better during periods of higher inflation.

Learning Objectives

  • You will be able to define how inflation is measured.
  • You will be able to describe inflation over the past 9 decades.
  • You will be able to discuss methods to combat inflation in an investment portfolio.
  • You will be able to explain the correlation between inflation and interest rates.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Review of Inflation From 1926-2021
  • Annual Inflation Rate (Based on CPI) Bar Graphs
  • Annual Inflation Rate (Line Graph)
  • Federal Discount Rate Superimposed on CPI Line Graph Illustrating Correlation Between CPI and Interest Rate
Review of U.S. Interest Rate and Performance of U.S. Bonds
  • Bar Graph of Aggregate Bond Performance With Line Graph of Annual Interest Rate (1948-2021)
  • Division of Results Into Two Groups (1948-1981 and 1982-2021)
  • Review of Investment Portfolios With Varying Degrees of Diversification
Comparison of Two Portfolios Over 50-Years
  • Multi-Asset Portfolio vs. 2-Asset Portfolio
  • Performance Review by Specific Asset Class (Gross and Inflation-Adjusted)
  • Performance Review by Portfolio Type
Asset Class and Portfolio Performance During High and Low Inflation
  • Review of Gross and Real Performance Over Past 50 Years
  • Performance Review by Asset Class and Type of Portfolio
  • Analysis of Portfolio Performance With and Without Commodities, Listing of Commodities Funds
Introduction to 7Twelve®, a Broadly Diversified Modern Portfolio
  • Performance Evaluation of the 7Twelve Model® Over the Past 20 Years
  • Low-Cost Versions of the 7Twelve® Model
  • Review of Asset Class Performance ‘Horse Race’ Over the Past 20 Years
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AR CLE 1.0
     
  • This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.0
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.0
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
     
  • CT CLE 1.0
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
     
  • GA CLE 1.0
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours.
     
  • HI CLE 1.0
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours.
     
  • MN CLE 1.0
     
  • This program has been approved by the Minnesota Board of Continuing Legal Education for 1.0 hours of credit.
     
  • MO CLE 1.3
     
  • This program has been approved by the Missouri Bar for 1.3 hours of CLE.
     
  • MS CLE 1.1
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.1 credit hours.
     
  • NC CLE 1.0
     
  • This program has been approved by the North Carolina State Bar Board of Continuing Legal Education for 1.0 CLE hours.
     
  • NH MCLE 1.0
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 60 Minutes.
     
  • NJ CLE 1.3
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.3 hours of total CLE credit.
     
  • NV CLE 1.0
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours.
     
  • OH CLE 1.0
     
  • This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.0 CLE credit hours. Please note: In order to receive OH CLE credit for this audio conference you MUST use the streaming option and enable and complete the required progress checks. This course is considered Self-Study. No more than twelve (12) hours of self-study CLE credit for any biennial reporting period may be earned by an Attorney or Judge under Regulation 409.2.
     
  • PA CLE 1.0
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.0
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit.
     
  • TN CLE 1.08
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.08 hours of credit.
     
  • VT CLE 1.0
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hours of CLE credit.
     
  • WI CLE 1.0
     
  • This program has been approved by the Board of Bar Examiners for 1.0 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.3
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hours.
     
  • CPE 1.2 including Specialized Knowledge 1.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.2 hours. Prerequisite: basic knowledge of DOL Fiduciary Rule. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for wealth managers, investment brokers, financial planners, stockbrokers, estate planners, attorneys, presidents, vice presidents, CPAs, CFPs, and other financial executives.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Craig L. Israelsen, Ph.D.

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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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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  • State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 409931
Published 2022
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