VIRTUAL EVENTS
Unlock Opportunities with Options-Based ETFs
Equity income has been harder to capture in today's market, and managing risk is an ever present concern. Explore three options-based ETF solutions – one offering income potential, and two funds that enable participation in the market while still seeking downside protection – all with the added tax efficiency of the ETF wrapper.
Join Craig Ebeling and Rob Mouritsen of Fidelity Investments, with Cinthia Murphy of VettaFi, for an educational webcast on Fidelity's options-based ETFs and how advisors can think about these strategies in the current market.
SUMMARY
Topics will include:
- How options-based ETFs can help generate equity income
- Seeking protection on the downside while still participating in the upside
- The structure behind options-based strategies and how they fit in today’s environment
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
Craig Ebeling, CIMA®
Vice President, Head of ETF StrategistsFidelity Investments®
Rob Mouritsen
Director, Investment Product GroupFidelity Investments
Cinthia Murphy
Investment StrategistVettaFi
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
Fidelity Investments and VettaFi are not affiliated.