Educational Seminars & Client Events

Event Information:

  • Tue

    Covered Call Writing Strategy: Blue-Chip Dividend Income & More

    1:00 pm

    Focused on Covered Call Writing for stock market growth potential, current income and downside risk reduction,  as offered through Capital Wealth Planning, LLC (CWP), a third party money manager that we have had the pleasure of working very closing with. CWP's flagship strategy is designed to increase the income generated from a "blue-chip" common stock portfolio while taking steps to reduce risk at the same time. Other benefits include daily valuation and daily liquidity. All of our clients' CWP accounts are held at Charles Schwab and Company, so that trades are executed at low ticket costs.

    Our presenter will be Kevin Simpson, CEO of Capital Wealth Planning. Tuesday April 14. 1:00 pm.

    Hosted Online In The PFS Virtual Meeting Room -

    You can always join our web meetings at the address below
    Accessible from any computer, tablet or smartphone.

    You can also dial in using your phone, for audio-only.
    United States: +1 (646) 749-3122
    Access Code: 308-086-781 (followed by #)