WEBCASTS

How to leverage options to boost income and increase tax efficiency

To better help their clients, advisors must understand the landscape of options-based ETFs. Many investors are seeking high monthly income, but some options funds can erode principal or come with less tax efficiency.

Join the experts at NEOS Investments for a free educational webcast that explores the world of options-based ETFs and how they can best be leveraged for client success.

July 16, 2024
11am PT | 2pm ET
1 CE Credit
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SUMMARY

  • A broad overview of the market landscape, with a focus on options-based strategies.
  • An overview of a suite of NEOS ETFs that seek high monthly income and tax efficiency.
  • How to implement these strategies in client portfolios to help your clients achieve their goals.

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®, RMA®, and CIMC 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

Garrett Paolella

Co-Founder, Managing Partner and Portfolio Manager
NEOS Investments

Troy Cates

Co-Founder, Managing Partner and Portfolio Manager
NEOS Investments

Todd Rosenbluth

Head of Research
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.