Sean O’Hara, President of Pacer ETF Distributors, will discuss investment fund styles that can be used to manage market risks in client portfolios.
WEBCAST – Risk Management in Market Uncertainty
Whether your clients are nearing retirement or fearful of market downturns, there is a place for risk management in portfolios. In this webinar, you will learn:
- How to use trend following and buffered ETFs as risk management strategies to better position clients for an uncertain market.
- How the ETF structure allows for tax efficiency in risk management strategies.
- How other financial advisors use these strategies alongside alpha and beta equities in client portfolios.
Accepted for 1 CFP® / IWI / CFA CE Credit