Continuing Education Courses for Financial Professionals:

Short courses at the Advisor's Edge / Investment Executive website:

The Basics of Income Allocation (published July 2023)

Perpetual Distribution Rates (pending editing, check back in September 2023)

(Note: I retired in 2018 from the financial advisory business. Any designations or professional titles cited in any of my publications are only valid on the date of the publication and do not reflect my current status with respect to these designations and professional titles.)