WEBCASTS
Innovative ways of generating income in a world of declining rates
In today’s challenging interest rate environment, advisors are facing difficulties in finding reliable income sources without taking on excessive risk. Many are turning to innovative approaches that leverage the potential of leading growth companies while aiming to mitigate market volatility. These cutting-edge income-generating strategies are specifically designed to reduce portfolio volatility and position your clients for long-term growth.
Join the experts at VettaFi and Invesco for a comprehensive webcast focused on optimizing your portfolio’s income sleeve with a lower volatility strategy tailored for the current rate environment.
SUMMARY
Topics will include:
- Innovative methods for generating consistent monthly income amid low interest rates
- Strategies that prioritize reducing portfolio volatility while still targeting growth, assisting advisors and investors in managing risk
- Insights into new and existing products that advisors are utilizing most as interest rates decline
This program is accepted 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, The American College of Financial Services and The ETF Institute Inc.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
John Burrello
Senior Portfolio ManagerInvesco
Rene Reyna, CFP
Head of Thematic and Specialty Product Strategy ETFs and Indexed StrategiesInvesco
Todd Rosenbluth
Head of ResearchVettaFi
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