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.
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
NOT 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 OfficerSpectrum Asset Management
Marc Dummer, CAIA, CIMA
Managing Director and Portfolio ManagerPrincipal Global Asset Allocation
Matthew Cohen
Head of Principal ETF Specialist TeamPrincipal Global Investors
Todd Rosenbluth
Head of ETF & Mutual Fund ResearchCFRA
Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.
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