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Covered Call Writing
Apr 25, 2026 11:00 AM Eastern Daylight Time - Apr 25, 2026 12:30 PM Eastern Daylight Time
A Defensive strategy that focuses on opening up additional revenue streams from bluechip stocks to the standard dividends and capitals gains. This strategy provides partial downside protection to current portfolio holdings, and can be used effectively for tax balancing. We will also discuss other hedging strategies (eg. selling cash covered puts and collars), customized to these challenging markets. Available in both in-person seminar and webinar version.
RSVP RSVP to Covered Call WritingFinancial Planning 101
Jun 26, 2026 11:00 AM Eastern Daylight Time - Jun 26, 2026 12:30 PM Eastern Daylight Time
"If you do not know where you are going, any road will take you there." This seminar addresses the critical need for financial planning utilizing the tools available to design a roadmap to your financial future. This facilitates the meeting of personal financial goals, such as saving for children's education, buying a house and/or having a comfortable retirement.
This seminar is available in both in person and webinar version
RSVP RSVP to Financial Planning 101Insurance Seminar
Sep 19, 2026 11:00 AM Eastern Daylight Time - Oct 19, 2026 12:30 PM Eastern Daylight Time
This presentation explores solutions for risk management and liquidity. Our partners specialize in insurance products (eg. life, disability, critical illness, group insurance etc.) that can be customized to an individual's specific needs.
This presentation is available as an in-person seminar or in webinar format
RSVP RSVP to Insurance SeminarCovered Call Writing
Oct 24, 2026 11:00 AM Eastern Daylight Time - Oct 24, 2026 12:30 PM Eastern Daylight Time
A defensive strategy that focuses on opening up additional revenue streams from blue chip stocks, in addition to the standard dividends and capital gains. This strategy provides partial downside protection to current portfolio holdings, and can be effectively used for tax balancing. We will also discuss other hedging strategies (e.g. selling cash covered puts and collars), customized to these challenging markets.
Available in person or in webinar version
RSVP RSVP to Covered Call Writing