WEBCASTS

Solving for Income: A Preferred Solution

The income problem. Every financial professional is facing the same dilemma: how do you generate meaningful income for your clients without having to take unacceptable risks, or investing in new, unproven strategies? The answer for many may come from preferred and capital securities. Join this one-hour webinar with Principal Global Investors and Spectrum Asset Management to find out how preferred securities may help benefit portfolios.

November 17, 2020
11am PT | 2pm ET
1 CE Credit
Already Registered? Click here »

SUMMARY

Topics will include:

  • How preferred and capital securities can generate tax-advantaged income without taking novel risks
  • Why a conservative, active approach to security selection is critical in today’s markets
  • Where an allocation to preferred securities fits in your overall portfolio

Accepted for one hour of CFP/CIMA 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.

SPEAKERS

L. Philip Jacoby, IV

Executive Director and Chief Investment Officer
Spectrum Asset Management

Marc Dummer, CAIA, CIMA

Managing Director and Portfolio Manager
Principal Global Asset Allocation

Matthew Cohen

Head of Principal ETF Specialist Team
Principal Global Investors

Todd Rosenbluth

Head of ETF & Mutual Fund Research
CFRA

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Important Disclosures

Principal, Principal and symbol design, and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

Principal Funds Distributor, Inc., member FINRA.

For financial professional or institutional consultant use only. Not for general public use.

MM11637B | 10/2020 | 1357608-112020