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Financial advisors have long used options to create specific outcomes for clients, whether they be income-oriented or to protect capital. This session will focus on how specific strategies and simplifying complex concepts can be useful in shaping investor behavior.
Learning Objectives:
Explain how options can create defined outcomes in portfolios
Identify strategies that positively influence investor behavior
Speaker(s):
Michael
Turvey,
CFP, CMT,
Senior Strategist,
TD Ameritrade Institutional
