The retirement workshop you'll wish you took sooner.
Evidence-based strategies for smarter diversification, stronger portfolio construction and confident retirement withdrawals — taught by Craig Israelsen, Ph.D.
Includes all session recordings, weekly handouts and resource materials.
Walk away with a plan, not just notes
Find hidden overlap
Identify portfolio redundancy and uncover investments that move together.
Diversify smarter
Build a more balanced portfolio using evidence-based diversification strategies.
Measure success
Evaluate your portfolio against realistic, long-term benchmarks.
Withdraw with confidence
Practical strategies for creating sustainable retirement income.
Three weeks to a smarter retirement plan
Finding and Fixing Portfolio Redundancy
Spot the funds and positions that quietly duplicate each other — and what to do about it.
What NOT to Expect From a Diversified Portfolio
Set realistic expectations so you can judge your portfolio fairly over the long run.
How to Safely Withdraw Money Without Stressing Out
Build a reliable retirement withdrawal plan that protects the savings you've worked hard for.
Craig Israelsen, Ph.D.
A contributing editor to the AAII Journal, Craig teaches in the Personal Financial Planning Program at Utah Valley University. He holds a Ph.D. from Brigham Young University and has more than 20 years of experience teaching personal finance at BYU and the University of Missouri.
“I'm excited to help you test your portfolio, diversify wisely and build a reliable retirement income plan.”
Regularly $399
- All three ~75-minute sessions, on demand
- Weekly handouts and resource materials
- Private YouTube playlist access
Questions
How do I watch?
The workshop is hosted on YouTube. All sessions are recorded and available on demand through a private playlist; access details arrive after purchase.
What's included in my pass?
All three ~75-minute sessions plus weekly handouts and resource materials.
Who is this for?
Investors approaching or in retirement who want a clearer diversification and withdrawal strategy.
Questions? Email members@aaii.com