Using Option Strategies for Financial Planning Solutions - Presented by Innovative Portfolios
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Using Option Strategies for Financial Planning Solutions - Presented by Innovative Portfolios

FREE FOR MEMBERS! Identifying potential planning issues is crucial in the financial planning process and key to the overall success of the client’s future, not to mention the success of the client/Advisor relationship. This presentation focuses on helping investment advisors identify financial planning challenges within investment portfolios and offering potential solutions through option-based strategies. 1 CFP CE

7/23/2019
When: Tuesday, July 23, 2019
12:00 - 1:00 pm CDT
Where: Virtual
United States
Presenter: Jim Murphy, Director of Business Development, Innovative Portfolios, LLC

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FREE FOR MEMBERS!

 

Using Option Strategies for Financial Planning Solutions - 1 CFP CE pending


Financial Planning involves a comprehensive view of a client’s life, circumstances, and future goals. Identifying potential planning issues is crucial in the financial planning process and key to the overall success of the client’s future, not to mention the success of the client/Advisor relationship. This presentation focuses on helping investment advisors identify financial planning challenges within investment portfolios and offering potential solutions through option-based strategies. Three common financial planning issues are discussed (concentrated position, idle portfolio of low cost basis stocks, and portfolio rebalancing) followed by details of how appropriately-applied option strategies can be effective tools in portfolio management and financial planning.

 

Key Learning Objectives:
1. How to identify financial planning issues within investment portfolios
2. Basics of understanding options
3. How to utilize option strategies to create desired outcomes for their clients.

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