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Tax-Efficient Protected ETF Strategies for Growth-Minded Investors

Topic

Investment Planning

Program ID

332810

Hours

1

Format

Live / Live Webinar

Complexity

Intermediate

Description

In this webcast, experts will discuss how the ETF landscape has evolved dramatically, providing investors powerful new tax-efficient tools for managing risk and building wealth that were unavailable just a few years ago. From equitizing cash positions to protecting retirement assets, investors are discovering the potential of Structured Protection ETFs to enhance growth opportunities with greater liquidity and transparency. Experts will cover topics such as tax-efficient portfolio growth strategies, earning more from cash without sacrificing liquidity, real-world applications for various portfolio objectives, capturing market upside with built-in downside protection and ETF structure advantages over traditional “capital protected” investments.

Learning Objectives

Learning Objective: Advisors will learn about how the ETF landscape has evolved dramatically, providing investors powerful new tax-efficient tools for managing risk and building wealth, tax-efficient portfolio growth strategies, earning more from cash without sacrificing liquidity, and real-world applications for various portfolio objectives.