How to Get High Monthly Income Without Credit Risk

NOVEMBER 5 | 2-3PM ET | 1 CE CREDIT

Autocallable ETFs are gaining attention, and it’s easy to see why. Join Innovator ETFs Andrew Nelson with Ric Edelman as they show you what these ETFs are, how they’re constructed and how they generate monthly income.

You’ll learn:

  • Why these strategies are attracting attention
  • How they differ from other credit and covered-call approaches
  • What to expect from risk, income consistency and after-tax results

By the end of this webinar, you’ll understand the practical considerations for adding Autocallable ETFs into client portfolios.

For the live webinar only:
1 CFP CE credit/1 CFA Institute PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

About the speakers

Ric Edelman
Founder, The Truth About Your Future with Ric Edelman

Ric is the Founder of The Truth About Your Future. He founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award.

Andrew Nelson, CFA
Director of Product Strategy | Innovator ETFs

Andrew Nelson, CFA, is the Director of Product Strategy at Innovator ETFs. In his role, Andrew oversees product strategy, product management, and implementation, driving innovation and growth for the company.

About the Sponsor

Our goal is to bring revolutionary exchange-traded funds (ETFs) that change the investing landscape and bring more certainty to the financial planning process. We accomplish this through:

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