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:

1. Explain how options can create defined outcomes in portfolios
   
2. Identify strategies that positively influence investor behavior

Speaker(s):

• Michael Turvey, CFP, CMT, Senior Strategist, TD Ameritrade Institutional