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Ronald Surz

Ronald Surz

Co-Host, The Baby Boomer Investing Show
San Clemente,CA
  • 4.4
  • 814 reviews
  • 1.2k Professionals Trained
  • 11 Courses

About Speaker Ronald Surz

Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA® Monitor, as well as contributed to and edited several books. Ron's most recent book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:

  • City of San Clemente Finance Committee
  • Investor/Consultant Subcommittee of the Global Investment Performance Standards (GIPS) Executive Committee, established by the CFA Institute
  • Investment Management Consultants Association® (IMCA®) Board of Directors
  • IMCA® Monitor (newsletter) Editorial Board
  • IMCA® Standards of Practice Board Chair
  • Cainsoft Advisory Board
  • FinanceWare.com Advisory Board
  • Association for Investment Management & Research (AIMR) After-Tax Subcommittee
  • Risk-Controlled Growth (RCG) fund-of-hedge-funds Investment Committee
  • Sortino Investment Advisors Advisory Board
  • Capital Market Consultants Advisory Board
  • President of the Southern California Chapter of IMCA®
  • Rockwater Hedge LLC Advisory Board

  • .

4.4

(814)
58%
30%
8%
3%
2%

RVPI

Course material was timely and Instructor's knowledge and experience was excellent!

MB

great

FC

Enlightening!

AK

One of the most interesting webinars I've attended!

KC

Excellent presentation, although the slap of reality of the future was a bit scary!

BC

GREAT , one of the best ever

HT

A+ Delivery

MS

Great

MS

Exceptional

JH

I think this was a really well presented subject. Presenter was well informed.

SK

Very good

ML

! Excellent Webinar

MS

Good relevant topic

MB

Some good concepts of investing and risk.

CB

Very interesting perspective on the topic

DF

The content was a bit scary, but very interesting.

MY

N/A

SB

Very interesting presentation, and very logical. You can see where these problems/issues are coming from, and I believe that they are truly problems. I will review, since I do have some of these funds. Thank you for a very good presentation.

CB

Great course!

HS

Very interesting topic

SL

The instructor is a true Pro, this was a very valuable session!

MG

This was a fantastic webinar - I wish it was longer and in more detail!

CT

Excellent speaker and very helpful!

RB

A good refresher for us Baby Boomers

EL

Very informative

SW

Definitely made me think about TDFs in a new light!

DP

Very good information and instructor was very knowledgeable.

JS

it was an excellent webinar in that it provided me with an effective method to monitor my personal portfolio.

SL

Other than scaring me senseless about retirement fund allocations, this was just excellent!! I will be following this group on social media as the information is very valuable to me even though I am not working in the financial planning area. Thanks so much for presenting it!

JF

Great!

GMJ

THANKS!

CO

Great course.thank you

RR

Great

AL

Great presentation. It is very relevant for me at this time of my life as I am about 10 years away from my retirement. I posted a question asking if there is a good time to rebalance my 401k investments at work. I hope to get a response via email. Thanks in advance

AC

Fantastic. A few technical glitches, but overall great.

BP

As always.

CF

The webinar started a little late and teh instructor was rushing to complete within teh hour at teh very end of teh class. He could have gone on a little longer since he was late.

DS

Absolutely best webinar I've added with myCPE.

EW

This course provided some interesting takes on the market - past and present.

JG

The webinar was not relevant to my job but it was interesting, informative and useful.

MG

Good info. on the state of the markets, risk, metrics used to assess, etc.

DL

Interesting topic

KJ

useful info

LK

Good basic informatioin

DC

convenient and timely presentation of portfolio asset allocation theory.

DB

a bit political

RK

Enlightening, and scary at the same time.

RK

Enlightening class. Thank you.

TS

The presenter had an interesting take on the stock market and it's current valuation.

RK

na

MG

Another webinar with interesting speakers on a variety of relevant topics.

RK

first time using but really great so far

JS

Wanted a deeper coverage of investment outlook and application of his theories. What IF this What IF that

CM

Speaker obviously very knowledgeable about subject. A little Too much hesitancy in his speaking could have led to a little more time for the subject matter. Overall quite informative and I happen to agree with his conservative approach.

ES

This seemed to have been recorded a year ago as some of the market information was outdated. Disappointed in that.

PWF

myCPE - good presenters, great hosts. What genuine concern for participants experiencing audio difficulties. And the patience to try to walk the presenter through a solution. A fresh riddle to top it all off. A great experience.

JE

Good coverage but could have used more suggestions

DL

This course was not relevant to my job, but very interesting personally and professionally

JL

N/A

JP

Good experience - timely and relevant info

NB

I did not feel like I was learning at this webinar. It was more listening to an opinion and some reasons why he felt that way. It would be much better as a small group session where there can be open discussion of the topic since there's no technical learning happening. The instructor was very dry and it was difficult to keep myself engaged with listening.

MC

No offense. I thought the instructor was OK. There was not much meat to the seminar

RH

N/A

JC

Instructor did not know the technology and the examples were very one sided. Picked only examples that fit his presentation and missed a lot of market points. Moderator did not push any questions until the 43 minute mark and did three in a row even after audience members were prodding for the polling questions throughout the presentation. Would not recommend.

PWF

The program was more of a meander than the scandal it promised. I regret that I cannot give the presenter a passing grade. He is not pleasant to listen to. Nonetheless, I thank my-cpe yet again for making so many great choices available for all my CPE needs. Most all of the topics are interesting, and the riddles keep getting better!

DS

Presenter offered limited examples to support his position and was extremely biased against anyone that might disagree with him.

FREE
Coming Soon: Market Bubbles Burst and Inflation Escalates
  • Ronald Surz
  • 1 Credit

Coming Soon: Market Bubbles Burst and Inflation Escalates

  • Dec 02, 11:30 AM EST
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • CSA
Register
  • 4.2 (254)
$10
401k Scandal live CPE webinar
  • Ronald Surz
  • 1 Credit

The Next 401(k) Scandal

  • Dec 15, 10:00 AM EST
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • CSA
  • CIPM
Register
  • 4.4 (103)
$10
Investment Consulting
  • Ronald Surz,
  • 1 Credit

70 Years of Investment Consulting

  • CPA (CA)
  • CPA (US)
  • CFA
  • CPA/PFS
Register
  • 4.4 (5)
$10
Drowning in Paper Money Bursts Bubbles
  • Ronald Surz,
  • 1 Credit

Drowning in Paper Money Bursts Bubbles

  • CPA (CA)
  • CFE
  • CPA (US)
Register
  • 4.5 (2)
$10
Why The 60/40 Stock/Bond Rule Is Stupid
  • Ronald Surz,
  • 1 Credit

Why The 60/40 Stock/Bond Rule Is Stupid

  • CPA (CA)
  • CPA (US)
  • CFA
  • CPA/PFS
  • CSA
Register
  • 4.4 (7)
$10
Coming Soon: Market Bubbles Burst And Inflation Escalates
  • Ronald Surz,
  • 1 Credit

Coming Soon: Market Bubbles Burst And Inflation Escalates

  • CPA (CA)
  • CFP
  • CPA (US)
  • CPA/PFS
  • ChFC®
  • FSCP®
  • CASL
  • ChSNC
  • WMCP
Register
  • 4.2 (27)
FREE
Coming Soon: Market Bubbles Burst and Inflation Escalates

Coming Soon: Market Bubbles Burst and Inflation Escalates

  • Nov 02, 02:30 PM EST
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • CSA
Completed
  • 4.2 (254)
$10
401k Scandal live CPE webinar

The Next 401(k) Scandal

  • Oct 15, 04:00 PM EST
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • CSA
  • CIPM
Completed
  • 4.4 (103)
FREE
Best Pooled Employer Plan CPE Course

PEP Talk: Selecting the Best Pooled Employer Plan (PEP)

  • Oct 07, 02:00 PM EST
  • CMA
  • CPA (US)
  • CFA
  • CPA/PFS
  • CSA
Completed
  • 4.6 (10)
FREE
Coming Soon: Market Bubbles Burst and Inflation Escalates

Coming Soon: Market Bubbles Burst and Inflation Escalates

  • Oct 04, 10:30 AM EST
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • CSA
Completed
  • 4.2 (254)
$10
401k Scandal live CPE webinar

The Next 401(k) Scandal

  • Sep 30, 10:00 AM EST
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • CSA
Completed
  • 4.4 (103)
FREE
Coming Soon: Market Bubbles Burst and Inflation Escalates

Coming Soon: Market Bubbles Burst and Inflation Escalates

  • Sep 01, 09:30 AM EST
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • CSA
Completed
  • 4.2 (254)