VIRTUAL EVENTS
Rewriting the income playbook
In a world where bonds disappoint and clients demand more, autocallable ETFs are quietly becoming the go-to income upgrade for forward-thinking advisors. Enhanced coupons. Defined downside barriers. Daily ETF liquidity. No structured note complexity.
The question isn't whether autocallables belong in a portfolio, it's whether you understand them well enough to use them confidently.
GraniteShares and VettaFi are bringing together the experts to demystify autocallable and barrier ETFs: how they generate superior income, how barrier levels protect against the downside, and exactly how they fit into a modern income strategy.
Whether you're looking to replace underperforming bond allocations, serve income-hungry clients, or simply get ahead of one of the fastest-growing ETF categories, this webcast is your practical guide.
SUMMARY
What you'll learn:
- How the autocall mechanism works and why it matters for your clients
- The specific role of barrier levels in protecting principal while boosting income
- How autocallable ETFs compare to bonds, CDs, and traditional structured products
- Where barrier ETFs fit in a diversified income portfolio
- The tax and liquidity advantages of the ETF structure vs. structured notes
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 ETF Institute for the CETF® designation 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
Will Rhind
Founder & CEOGraniteShares
Kirsten Chang
Senior Industry AnalystVettaFi
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