Seeking the Upside when Managing for the Downside – Amplify – 10.14.21

Overview:
Title: Seeking the Upside when Managing for the Downside
Date: Thursday, October 14, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand.)
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Now On Demand.

Markets nearing all-time highs have investors asking if it’s likely that a drawdown or correction could be closer than ever? What if this bull market continues its climb on a wall of worries? Please join Christian Magoon, CEO, Amplify ETFs, Dan Cupkovic, Director of Investments, ARGI Financial, and Kevin Simpson, CIO & Portfolio Manager, Capital Wealth Planning, LLC as they discuss market trends and investment strategies that hedge against market downside but also allow for upside participation and income potential.

Speakers:
Christian Magoon Christian Magoon Founder & CEO Amplify ETFs

An ETF veteran, Christian has launched over 70 ETFs in the U.S. to date. Christian has been behind many innovative ETFs, including cybersecurity, online retail, frontier markets, spinoff, solar energy, multi-asset income, blockchain technology, and battery technology. Prior to founding Amplify, Christian served as President of U.S.- based asset manager Claymore Securities. Amplify ETFs, sponsored by Amplify Investments, has over $4.6 billion in assets across its suite of ETFs (as of 6/30/21).
Dan Cupkovic, CFP Dan Cupkovic, CFP Director of Investments ARGI Financial

As Director of Investments at ARGI, Dan’s responsibilities include portfolio management, research and general supervision of the Investment Department. Furthermore, Dan is also a key member of the ARGI Investment Committee, which actively oversees the ARGI managed investment strategies. He also acts as portfolio manager for the Value, Defensive Equity, Dividend Select, and BlackSwan strategies. He has been featured in Barron’s and FA Magazine.
Kevin Simpson Kevin Simpson Founder & Chief Investment Officer Capital Wealth Planning, LLC

Kevin Simpson has been the Portfolio Manager of Capital Wealth Planning, LLC since establishing the firm in 2005. Originally from Philadelphia, PA, Kevin has been investing in options since he began his career at W.H. Newbold’s Son & Co. in 1992. After his time at W.H. Newbold’s Son & Co, Kevin spent 7 years with Wheat First Butcher Singer (Subsequently Wells Fargo) where he helped institutions and high-net worth individuals plan and achieve their financial goals through option centered strategies.
Carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and additional information can be found in the Fund prospectus, which may be obtained by calling 855-267-3837, or by visiting AmplifyETFs.com. Read the prospectuses carefully before investing. Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Amplify ETFs are distributed by Foreside Fund Services, LLC.