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No Portfolio Is An Island - David Blanchett

1 hr CFP®, CRC®, PACE CE

Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets.


Overall Rating:   4.3 / 5

Continuing Education Credit Reporting:    
We will report your CFP® and/or CRC® credit (no additional reporting fee) - please add your ID at checkout. You are responsible for reporting for ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit.

Retail:  $29.00      
$29.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar Investment Management        

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About this course:

Financial assets, such as stocks and bonds, are only one component of an investor's total economic worth. Other assets, such as human capital, real estate, and pensions often represent a significant portion of an investor’s total wealth, but are commonly ignored when building portfolios.

 

David Blanchett, head of retirement research at Morningstar Investment Management, explores various frameworks to design more efficient portfolios from a total wealth perspective in this presentation. Topics discussed include the relevance of human capital, optimal endowment allocations given donation risk, the impact of liabilities on optimal portfolios, efficient income investing, taxes, and optimal portfolios for different investing durations.

 

In this session you will learn:

  1. Different types of risks to consider when building portfolios that are more efficient for clients when viewed from a total wealth perspective;

  2. Understand why there is no one efficient portfolio for all investors;

  3. Frameworks for incorporating different risks and preferences into the portfolio optimization process.

What customers have said about this product...

Comments from Retirement Professionals who have taken this course:

  • "The flow of the webinar was great. Easy to follow and listen to."

  • "Excellent balance of theory and pragmatic approach to overall allocations."

  • "It was excellent and I totally agree with David Blanchett's presentation."

  • "Excellent, keep up the good work."

  • "Fast paced but a very good session for reinforcement about the holistic need in portfolio construction."

Your presenter for this course is:

David Blanchett, CFA, CFP®, AIFA, Head of retirement research for Morningstar Investment Management. David conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

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

 

View a brief YouTube clip of this and other courses:
Youtube videos by David Blanchett - David Blanchett - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
No Portfolio Is An Island - David Blanchett  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute webinar course
SKU: 03IRRCNoPortfolioWebinar16

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