Upcoming Events
Webinar
Continuing Education (CE)
A Deeper Dive Into
Structured Investments
Date: Thursday, December 5th
Time: 12:00 PM PST / 3:00 PM EST
Target Audience: Advisors
Do you need CE credit? If you have the following designations, CFP, CIMA, RWA, CMIC, CPWA register and attend our CE certified course entitled "Deeper Dive Into Structured Notes" to earn 1 hour CE credit.
What you'll learn:
What is a structured note?
What are the features of a structured note?
What are the risks of a structured note?
Income vs Growth oriented structured notes
Utilizing structured notes in a clients portfolio
*Legacy Investment Solutions, LLC , doing business as (d.b.a.) Ancorato, is an entity registered with the Securities and Exchange Commission (SEC), but registration does not constitute an endorsement of the firm by securities regulators, nor does registration indicate that an advisor has gained a particular level of skill or ability.
The information to be shared at this event is for for educational purposes only and the information should not be construed as a provision of personalized investment advice.
Webinar
Simplifying Structured Investments with Ancorato
Date: Thursday, November 25th,
Time: 12:00 PM PST / 3:00 PM EST
Target Audience: Advisors & Clients
Join to learn about: Income: Understand how structured products are designed to help generate income Portfolio Growth: Discover how structured products can complement clients' existing strategies. Potentially Maximizing Benefits. Risk Mitigation: Learn how Ancorato's rules-based strategies have been designed to mitigate risk for your clients.