The Advisor’s Survival Guide: Utilizing 100% Buffers in 2024! – Innovator ETFs – 5.28.24

Summary:

Now On Demand

Join us as we examine a number of Innovator’s timely risk management ETFs, featuring the first and largest suite of 100% buffer ETFs. We’ll also address a range of questions, including:

• What are 100% buffers and how are advisors using them?
• How can advisors communicate to clients the benefits of Equity Defined Protection ETFs?
• What are some of the most timely strategies we’ve seen advisors using in their portfolios?

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

Speakers:

Tim Urbanowicz, CFA is the Head of Research & Investment Strategy for Innovator Capital Management. In his role, Tim is responsible for all market research, investment strategy, and portfolio solutions. Prior to joining Innovator, Tim was a Sr. Investment Strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust Tim served as the Director of Fixed Income ETFs and Head Capital Markets Strategist for Invesco.

Trey Martin is VP of Sales at Innovator Capital Management. He joined the firm in 2017 and is responsible for distribution efforts across the institutional, national wirehouse, registered investment advisor and regional & independent broker dealer channels. Prior to joining Innovator, he held multiple sales positions at First Trust Portfolios. Trey holds a bachelor’s degree from Wheaton College and also maintains the series 24, 7 and 66 FINRA licenses.