Urgent Advisor Town Hall Meeting
Urgent Advisor Town Hall Meeting Fri April 11, 2025
Advisors, are your clients in buffer ETFs? They could be sitting ducks. Many 10% buffers have already breached their downside threshold, meaning unlimited downside from here. And as those buffers roll? Assuming losses become extreme, the monthly buffers will initiate a new cap, limiting gains on a rebound—the worst possible scenario for buffer ETF investors.
Join our rapid-fire Advisor Town Hall Meeting + Q & A
Friday, April 11th at 12 PM EDT
- Discuss hedged equity strategy and a recession-busting Portfolio Playbook
- What’s REALLY happening to buffers now
- Potentially dangerous implications for your portfolios
- Steps buffer ETF holders need to consider
- What to look for in hedged equity ETFs
- Behavioral traps that you and your clients are vulnerable to
SIGN UP NOW
The Behavioral Portfolio
New date TBA
Imagine helping your clients thrive, not just survive, market volatility. How?
Join Phillip Toews, CEO of Toews Asset Management and author of “The Behavioral Portfolio,” and Eben Burr, President, as they unveil a revolutionary approach to portfolio design and client education.
Learn to proactively equip your clients for future challenges and ease worries over market volatility.
This session will tackle two critical advisor challenges:
- Building portfolios that aim to withstand market swings
- Helping clients overcome emotional investment biases
Discover how to:
- Move beyond traditional stock-and-bond strategies.
- Utilize historical insights and innovative tactics to prepare for all types of market scenarios.
- Foster a mindset of informed decision-making in your clients.
- Empower clients to navigate volatility with confidence and peace of mind.
- Strengthen your practice by implementing these resilient strategies
