WEBCASTS

Why Income Strategies are More Relevant Than Ever

Income seeking investors may still face many macroeconomic headwinds in 2023 – including inflationary pressures, the Federal Reserve's monetary policy outlook, and the struggle to maintain their purchasing power. Nevertheless, there are strategies that go beyond traditional income-oriented investments to help investors surmount the challenges in today’s market environment. In this upcoming webcast, NEOS Investments and VettaFi will highlight tax-efficient, monthly income strategies that could help financial advisors enhance their clients' core asset allocations.

January 24, 2023
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • James McGrath’s 2023 U.S. Market Outlook.
  • A review of an innovative suite of ETF strategies that aim to generate high monthly income.
  • An advisor’s perspective on how he’s positioning clients for success in 2023.

Accepted for one hour of CFP/IWI/The American College 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

James McGrath

Retired CIO
Forbes Family Trust

Garrett Paolella

Co-Founder and Managing Partner
NEOS Investments

Aaron Gilman, CFA, CFP®

Chief Investment Officer
Independent Financial Partners (IFP)

Tom Lydon

Vice Chairman
VettaFi

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