Join us for a Complimentary On Demand Webcast
Presented by Carlton Neel, COO of Chaikin Investments
Take advantage of market volatility! Discover how to help
clients profit from volatile periods—and how to protect their portfolios.
Eligible for one hour of CE Credit from the CFP Board
Title: Profitable Stock & ETF Strategies in a Volatile Market
Duration: 1 hour
Carlton Neel, COO of Chaikin Investments, will demonstrate stock and ETF strategies for capitalizing on big market swings.
Plus, register now and you’ll also discover how to:
- Generate new ideas: Identify stocks and ETFs with the highest potential to outperform from volatility.
- Minimize Client Exposure: Identify early warning signs for when to sell or reduce a position, or avoid all together.
- Enhance client communication: Monitor client portfolios & holdings, instantly access research reports for ~5,000 stocks, validate investment ideas with 3rd party research.
- Save valuable time: Analyze information in a fraction of the time so that you can move on to other tasks.
This program has been accepted for one hour of CE Credit from the CFP Board.