7/10/2018 2:00:00 PM MT

At some point in their career, all investment advisers find themselves defending the performance of a given client’s portfolio against an arbitrary benchmark. In this session we will discuss the pitfalls associated with making such comparisons and also explore ways that investment advisers may change the conversation from one of “Why did our (very well diversified) portfolio underperform the S&P 500?” to “How are we doing in meeting our various financial goals?” Along the way we will introduce the concept of the wealth allocation framework and discuss how other advisers have integrated this concept into client reports and meetings.

Time: July 10, 2018, 2:00 p.m. MT

Craig Kinnunen, MS, CFP® is an associate professor at the College for Financial Planning. Prior to joining the College, Craig enjoyed a long and successful career in personal financial planning and wealth management. Craig’s enthusiasm for financial planning extends beyond the classroom, as he also spends time providing pro bono financial education and individual financial counseling to members of the Colorado National Guard. Craig earned a bachelor of science degree in accounting from Northern Michigan University and followed that up with a master of science degree in finance from the University of Colorado in Denver. You can contact Craig at craig.kinnunen@cffp.edu.

Complexity Level: Intermediate