February 4 - 6, 2021 | Orlando

Kevin Simpson

speaker photo INCOME

Founder & Chief Investment Officer

Capital Wealth Planning

Kevin Simpson has been the CIO of Capital Wealth Planning, LLC since establishing the firm in 2005. He has been investing in options since he began his career at W.H. Newbold's Son & Co. in 1992. After his time at W.H. Newbold's Son & Co, Mr. Simpson spent seven years with Wheat First Butcher Singer (Subsequently Wells Fargo) where he helped institutions and high-net-worth individuals plan and achieve their financial goals through option-centered strategies. Following his time at Wheat First Butcher Singer, he spent several years at Sterling Financial before establishing Capital Wealth Planning. Over the years, Mr. Simpson has developed a strategy that aligns CWP as an institutional management firm offering separately managed ETF and equity portfolios that are complemented with a yield enhancing covered call strategy.

Speaker Schedule

Call Options for Additional Income
February 6, 2020, 10:00 am - 10:45 am EST

Focus: OPTIONS

Retirement and Income Discussion* (For Financial Advisors Only)
February 6, 2020, 11:00 am - 12:00 pm EST

Focus: RETIREMENT

MASTER CLASS

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

Focus: STRATEGIES

Creating Income in Today's Markets
February 7, 2020, 2:00 pm - 2:45 pm EST

Focus: STRATEGIES

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

Focus: STRATEGIES

Ready to #InvestSmarter?

Register FREE today and get ready to become a more successful investor.

Register Now