Seeking reliable income in today’s markets and beyond

In today’s unusual market environment, seeking reliable income has become increasingly challenging. Many investors have turned to options-based ETFs to boost their yields, but not all products are created equal. That’s why it’s important to understand your options for income generation in this rapidly growing segment of the ETF market.

Join VettaFi and some of the pioneers of options-based ETFs from NEOS Investments, for a webcast digging into the next generation of options-based income strategies that pursue income as the outcome with an emphasis on tax efficiency.

November 13, 2023
10am PT | 1pm ET
1 CE Credit
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Topics will include:

  • An overview of how options can be used to generate income.
  • A highlight of options-based income strategies and how to think about using them in client portfolios.
  • An overview of an innovative suite of ETFs that seek monthly income and tax efficiency across core portfolio exposures.

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

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


Troy Cates

Co-Founder, Managing Partner
NEOS Investments

Garrett Paolella

Co-Founder, Managing Partner and Portfolio Manager
NEOS Investments

Tom Lydon

Vice Chairman

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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.