The Retirement Workshop You’ll Wish You Took Sooner

Discover the evidence-based strategies behind smarter diversification, stronger portfolio construction and confident retirement withdrawals in this three-part workshop with Craig Israelsen, Ph.D.

When

The first of 3 sessions starts on July 16 at 2:00 PM CT

Where

Online (YouTube live stream link provided upon registration)

Session Duration

Approximately 75 minutes

Join retirement expert and long-standing partner of AAII Craig Israelsen, Ph.D., for a live, interactive seminar designed to simplify your retirement strategy.

You’ll learn how to identify hidden portfolio overlap, improve diversification and build a smarter retirement withdrawal plan.

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!

Key Takeaways:

Identify portfolio redundancy and uncover investments that move together.

Find Hidden Overlap

Smarter Diversification

Diversify Smarter

Build a more balanced portfolio using evidence-based diversification strategies.

Measure Success

Learn how to evaluate your portfolio using realistic, long-term benchmarks.

Withdraw With Confidence

Learn practical strategies for creating sustainable retirement income.

Secure Your Spot for Just $99

Your Retirement Workshop Guide

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."

3 Weeks to a Smarter Retirement Plan

Discover how smarter diversification and thoughtful withdrawal planning can help protect the savings you've worked so hard to build.

The Retirement Seminar You’ll Wish You Took Sooner

Class Syllabus

July 16 at 2:00 p.m. CT | Session 1:  Finding and Fixing Portfolio Redundancy

July 23 at 2:00 p.m. CT | Session 2:  What NOT To Expect From a Diversified Portfolio

July 30 at 2:00 p.m. CT | Session 3: How To Safely Withdraw Money Without Stressing Out

members@aaii.com

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 3-week online seminar hosted via YouTube, produced by the American Association of Individual Investors (AAII) and presented by Craig Israelsen, Ph.D.

Your seminar pass includes access to all three 75-minute sessions, weekly handouts and resource materials.