May 11 - 13, 2020 | Las Vegas

Capital Wealth Planning

Booth: 207

Capital Wealth Planning, LLC (CWP) is an SEC registered fee-only investment advisory firm based in Naples, Florida. Building and managing proprietary income-oriented portfolios since 2005, the company has approximately $1.5 billion of assets under management. The firm’s methodologies are designed to enhance risk-adjusted returns and offer portfolio protection while delivering monthly cash flow. 5-Star Morningstar rated five years in a row and also ranked #1 by Morningstar in the Option Writing Category. Ranked by Financial Advisor Magazine in 2018 as one of the top 50 fastest growing SEC registered investment advisors in the country, CWP leads the implementation of covered call strategies with their Enhanced Dividend Income Portfolio, ESG Enhanced Dividend Income Portfolio, ETF Covered Call Portfolio, and Covered Call Overlay Service. Additional information is available at www.capitalwealthplanning.com.

Speaker Schedule

Feel the Fear and Do It Anyway
May 11, 2020, 12:45 pm - 1:05 pm

Presented by: Jeffrey Saut

Focus: STRATEGIES

Market Conditions Review
May 12, 2020, 1:30 pm - 2:15 pm

Presented by: Jeffrey Saut

Focus: MARKETS

Trading for Positive Returns
May 13, 2020, 9:00 am - 9:45 am

Presented by: Josh Smith, CFA

Focus: MARKETS

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