Covered Calls and Dividend Focused ETFs aren’t the only ways to get income from an equity portfolio – PACER ETFs – 9.19.24

Summary:

Now On Demand

Typical equity dividend funds include companies in sectors like utilities, real estate, and financials that prioritize consistent dividend payouts over high growth, resulting in slower price appreciation compared to growth stocks. The Dividend Multiplier strategy seeks to provide enhanced dividend income and market growth.

• Learn how you can select a dividend policy that’s right for your clients with a dividend multiplier strategy.
• Explore how income can be taxed more efficiently.
• Get insights into how other financial advisors are implementing this strategy in portfolios.


Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Sean O’Hara is the President of Pacer ETF Distributors. Sean began his career at PLANCO/Hartford in 1985, where he spent 22 years as wholesaler, divisional manager, and managing director of the national wholesaler team. In 2007, Sean joined Joe Thomson again, co-founder of PLANCO, at Pacer Financial to serve as a national wholesaling company for various products including exchange traded funds, exchange traded notes, Annuities, and SMAs. In 2015, Joe and Sean co-founded Pacer ETFs. Under their combined leadership, Pacer ETFs has become one of the fastest growing US ETF Companies. Sean often appears on Fox Business Network, CNBC, and various other news outlets to give insight into the market.

Sean is a graduate of the Catholic University of America.

32 years of experience. Rick spent 13 years at Wells Fargo Securities (2005-2018) where he held several senior-level positions including, Global Co-Head of Equities and Investment Solutions. In this role, Rick was responsible for overseeing the firm’s Cash Equity and Equity Derivatives sales and trading businesses as well as the firm’s multi-asset class structured notes platform. While at Wells, Rick also served as President of Wells Fargo Portfolio Risk Advisors, an SEC-registered investment advisor specializing in the design and implementation of equity-derivative overlay strategies for institutional investors. Prior to Wells Fargo, Rick was a Managing Director at Morgan Stanley in the firm’s Equity Structured Products Business. Rick also worked as an index-derivatives trader for Merrill Lynch. Rick began his career in Corporate Finance at Dean Witter Reynolds. Rick graduated from Washington & Lee University in Lexington, VA with a B.A. in Economics and holds a CFA designation.