VIRTUAL EVENTS

Chasing Yield? What You See Isn’t What You Get

Options-based ETFs have become a popular tool for investors looking to enhance their portfolio’s yield potential. However, it’s important to understand that the yield you see is not always the yield you get. Many times, chasing yields can come at the expense of principal erosion and higher taxes.

We invite you to join pioneers in the options-based ETF space, Garrett Paolella and Troy Cates, from NEOS Investments for a free webcast that unpacks the current landscape of options-based ETFs.

April 25, 2024
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Topics covered will include:

  • What we’re watching in the markets from a macro lens
  • Cutting through the noise in the growing options-based ETF segment
  • An overview of the NEOS suite of ETFs that seek high monthly income and tax efficiency
  • How to implement these strategies in client portfolios

This program has been approved for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, and RMA® designations and The American College of Financial Services. 

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Troy Cates

Co-Founder, Managing Partner and Portfolio Manager
NEOS Investments

Garrett Paolella

Co-Founder, Managing Partner and Portfolio Manager
NEOS Investments

Tom Lydon

Vice Chairman
VettaFi

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Important Disclosures

Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF’s prospectus or summary prospectus containing this and other important information, please call (866) 498-5677 or view at https://neosfunds.com. Please read the prospectus carefully before you invest.

Investments involve risk. Principal loss is possible.

NEOS ETFs are distributed by Foreside Fund Services, LLC.

FOR INSTITUTIONAL INVESTORS ONLY. NOT FOR USE WITH RETAIL INVESTORS.