Targeting High Monthly Income and Lower Risk
It’s year end – a great time for advisors to reconnect with clients to review financial plans and asset allocation strategies for the coming year. For those seeking high current income in today’s low interest rate environment, the Fed’s “lower-for- longer” outlook creates a unique set of challenges. In this one-hour webinar, experts from Nationwide and ETF Trends will discuss strategies designed to generate income and manage risk while raising awareness of cognitive biases that may impact decision making.
Join Tom Lydon, Dave Nadig, and experts from Nationwide and Harvest Volatility Management as they cover:
- Today’s market opportunities through an income generation lens
- Review traditional and new, innovative income solutions
- Raise awareness of cognitive biases that may impact decision making
- How to position income solutions to help manage risk within investment portfolios
Pending acceptance 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.
Mark Hackett, CFA, CMTChief of Investment Research
Julie Ragatz Norton, Ph.DDirector, Nationwide Retirement Institute
Curt BrockelmanManaging Partner & Co-Founder
Harvest Volatility Management
Dave NadigCIO, Director of Research
ETF Trends and ETF Database