The Retirement Seminar You’ll Wish You Took Sooner
A 7-week online seminar that provides a step-by-step blueprint to build income, safeguard your assets and stay on track in retirement.
When
The first of 7 sessions starts on July 29 at 2:00 PM CT
Where
Online (YouTube live stream link provided upon registration)
Session Duration
60 minutes
Join experts Craig Israelsen, Ph.D., and Cynthia McLaughlin for a live, interactive seminar designed to simplify your retirement strategy.
You’ll learn how to build income, reduce risk, protect your savings and adjust your portfolio as retirement evolves.
Each weekly session includes resources, handouts and hands-on guidance to help you retire with clarity and confidence.
Spots are limited — please reserve yours now!
What You’ll Learn:
Learn how to reduce risk using the 7Twelve Portfolio.
Smarter Diversification
Smarter Diversification
Income Timing That Lasts
Master the order of withdrawals to avoid running out of income.
Tax & Inflation Protection
Use strategies to shield your savings from rising costs.
Pre- vs. Post-Retirement Strategies
Adjust your portfolio to match your retirement phase.
Your Expert Guides
Craig Israelsen, Ph.D.
Creator, 7TwelvePortfolio
Craig Israelsen, Ph.D., is a contributing editor to the AAII Journal and teaches in the Personal Financial Planning Program at Utah Valley University. He holds a Ph.D. from Brigham Young University and has over 20 years of experience teaching personal finance at Brigham Young University and the University of Missouri.
"I'm excited to help you test your portfolio, diversify wisely and build a reliable retirement income plan."
7 Weeks to a Smarter Retirement Plan
From tax tactics to income generation, we’ll walk you through the essential steps of retirement investing, week by week.
The Retirement Seminar You’ll Wish You Took Sooner
Class Syllabus
July 29 at 2 PM CT | Session 1: Let’s “Test-Drive” Your Retirement Portfolio!
August 5 at 2 PM CT | Session 2: The Power of Diversification — Inside the 7Twelve Portfolio
August 12 at 2 PM CT | Session 3: Retirement Income Sources & Sequence of Returns Risk
August 19 at 2 PM CT | Session 4: Automating & Protecting Your Portfolio — Simplicity, Rebalancing, Longevity & Succession
August 26 at 2 PM CT | Session 5: Tax Tactics & Inflation Protection to Shield My Nest Egg
September 4 at 2 PM CT | Session 6: Differences Between Pre-Retirement and Post-Retirement Investment Portfolios
September 11 at 2 PM CT | Session 7: Q&A with Craig Israelsen, Ph.D., and Cynthia McLaughlin
Cynthia McLaughlin
Investment Editor, AAII
Cynthia McLaughlin is an investment editor at AAII. She is the lead editor of AAII Retirement Investing and VMQ Stocks and contributes to the AAII Journal. Her experience includes roles where she wrote and edited content focused on investment products, asset classes and retirement planning.
"I’m thrilled to be part of this seminar and to empower people with practical tools to protect and enjoy their retirement ..."
members@aaii.com
© 2025 American Association of Individual Investors
We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation.
Join us for a 7-week online seminar hosted via YouTube, produced by the American Association of Individual Investors (AAII) and presented by Craig Israelsen, Ph.D., and Cynthia McLaughlin.
Your seminar pass includes access to all 7 one-hour sessions, weekly handouts and resource materials.
All sessions will be recorded and made available on demand through a private YouTube playlist.
When
The first of 7 sessions starts July 29 at 2:00 PM Central Time
Where
Online (YouTube live stream link provided upon registration)
60 minutes
Session Duration
Regularly priced $399 (Now $200 Off!)