WEBCAST
How to Get Referrals from Accountants and Attorneys in the First Meeting
Thank you for registering.
Any questions regarding this event please contact
Dawn Zarcaro (732) 450-8866 ext. 22 [email protected]
October 30, 2019
2:00PM - 3:00 PM ET
Summary
Markets are near all-time highs, but increased headline risks are creating a cloudy future for investors.
Join us to hear veteran investment strategist Jeff Saut’s perspective on today’s market environment including key risks and opportunities going into 2020.
Afterward, hear from two $1billion+ RIAs on the investment strategies they are using to thrive - not just survive - in today’s market environment.
Capital Wealth Planning’s CIO Kevin Simpson will discuss their Enhanced Dividend Income Strategy, a blue-chip equity income portfolio that seeks attractive income and capital appreciation.
Then ARGI Investment’s Director of Investments Dan Cupkovic will detail their BlackSwan Growth & Treasury Strategy which seeks uncapped S&P 500 upside exposure along with a buffer against significant equity market declines.
This program has been accepted for one CE hour toward the CIMA®/CIMC®/CPWA® designations.
Speakers
Market Strategist and Advisory Board Member
Capital Wealth Planning
Founder & Chief Investment Officer
Capital Wealth Planning
Director of Investments
ARGI Financial
Christian Magoon
Founder & CEO
Amplify ETFs