50+ CE Courses $39 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Stephen Horan, PhD, CFA, CIPM

Stephen Horan, PhD, CFA, CIPM

Stephen Horan PhD, CFA, CIPM, is the Managing Director, Credentialing, CFA Institute.

 

Passion/Expertise

Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute, is a practitioner, educator, and thought leader with 25 years of industry service in multiple capacities.

 

Position/Experience

Dr. Horan's experience includes serving as an expert witness in support of securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker.

 

Certifications/Awards

Dr. Horan has received numerous research grants, and been awarded various honors, including the prestigious 2012 Graham and Dodd Readers’ Choice Award.

 


 

Horan- Tax-Efficient Draw Downs in Retirement - YouTube brief NEW!!   View YouTube clips from recent Retirement Resource

Center webinars including Steven Horan's

"Tax-Efficient Draw Downs in Retirement".

 


Publications/Books

Dr. Horan has authored or co-authored dozens of articles and books (including The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets).

 


 

Tax-Efficient Draw Downs in Retirement - Stephen Horan   - Retirement InSight and Trends article Read a summary transcript of Stephen Horan's presentation Tax-Efficient Draw Downs in Retirement in the 1st Qtr 2016 issue of "Retirement Insight and Trends".

 


 


Retirement Speakers Bureau - Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA InstituteStephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute, is available to do presentations on a variety of topics for your retirement professional development or consumer events.

Please visit the Retirement Speakers Bureau to find out how you can request Stephen to speak at your next meeting, conference, or other event.

Grid | List (1 to 6 of 6) « Prev | Next »
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- Apr 2016 articles include No Portfolio Is an Island by Blanchett, Tax Efficient Drawdowns by Horan, and Housing for Retirees by Falk
$0.00
InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The October 2016 free newsletter features articles on Housing Wealth by Shelley Giordano, Grey Divorce by Andrew Samalin, and a brief of the GAO study on retirement security.
$0.00
InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The January 2017 free quarterly newsletter features articles on Women and Retirement, Optimal Retirement Income Solutions in DC Plans, and an excerpt GAO Report on 401(K) Plans.
$0.00
InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The April 2017 free quarterly newsletter features articles on Three Steps to Helping Clients Manage Health Costs, How to Use Reverse Mortgages, and Change in Household Spending.
$0.00
Tax-Efficient Draw Downs in Retirement - Stephen Horan

Tax-Efficient Draw Downs in Retirement - Stephen Horan

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes.

$39.00
Grid | List (1 to 6 of 6) « Prev | Next »

-