February 6 - 8, 2020 | Orlando

Capital Wealth Planning

Booth: 501

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

Market Overview Panel* (For Financial Advisors Only)
February 6, 2020, 9:30 am - 10:30 am EST

Panel Presenters: Lindsey Bell, Jeffrey Saut, Sam Stovall,



Call Options for Additional Income
February 6, 2020, 9:55 am - 10:40 am EST

Presented by: Kevin Simpson


Follow the Yellow Brick Road: 2019 Review and 2020 Outlook
February 6, 2020, 1:20 pm - 1:40 pm EST

Presented by: Jeffrey Saut


Maintaining Positive Returns in 2020
February 7, 2020, 9:35 am - 9:50 am EST

Presented by: Kevin Simpson


Creating Growth and Income Using Tactical Strategies
February 8, 2020, 9:00 am - 9:45 am EST

Presented by: Kevin Simpson


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