Join Ross Schmidt, one of ACA's group instructors, as we review these core ACA concepts:
- Functional Asset Allocation
- The Financial Life Cycle
Learning Objectives:
- Understand the purposes of Interest Earning, Real Estate and Equities in the portfolios of real people
- Understand the difference between endogenous and exogenous risk and why it matters
- Learn the transition points, strategies and typical ages of each Financial Life Cycle Stage
This free group internet based webinar is a beginner level presentation.
Prerequisites:
None
Advanced Preparation:
None
CE:
Earn as much as 1.0 CPE in Administrative Practice: Personal Financial Planning from NASBA
CE in Financial Planning from the CFP Board is pending
Registration is required. Register HERE. Connection information for the webinar is available on the last page of the registration process.
Facilitator Bio:
Ross Schmidt graduated from the U.S. Naval Academy, was commissioned as a US Marine Corps officer and flew in F-4 Phantom fighters as a Radar Intercept Officer. After his military service, he spent 20 years in sales and sales management with such companies as Wang, Data General and CareerBuilder.
Ross is a Registered/Licensed Investment Advisor in the States of Colorado and California.Serving many geographically remote clients is a unique characteristic of his small growth practice.Ross joined ACA in 2001 and has been a group instructor since 2007; he has years of experience teaching core ACA concepts to new members.
When he isn't working, you can find Ross out on his favorite hiking or biking trail.
If you have a complaint about this or any other ACA sponsored CE presentation, please contact Cathy Stegmaier, Executive Director or Rosanna Norwood, Executive Assistant.
ACA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education of the national Registry of CPE Sponsors. State boards have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website: www.learning market.org