Description
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
