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Portfolio Protection with Possibilities Virtual Workshop!

 



The most common comments we receive after our “Portfolio Protection with Possibilities Workshop” are: “I had no idea these types of investments were available to me!”

Are you cautious about taking on risk with your investments? 

Does market volatility make you uncomfortable?

If you are looking for an investment strategy that protects your core portfolio(1) and gives you confidence to stay invested through market cycles, then don’t miss our virtual educational session on Principal Protected Notes.

These unique solutions can:

— Protect your principal against losses, if held to maturity(1)

— Increase the potential for growth and/or income(1)

— Help you feel more financially prepared to meet your investment goal

Our next workshops will be on the following days:

Thursday, June 13, 2024 06:30 PM Eastern Time (US and Canada)

Saturday, June 15, 2024 11:00 AM Eastern Time (US and Canada)

Email me at cyril.white@fourfinancial.com if you have any questions or would like to reserve your spot!


(1)This material is provided for educational purposes only and does not constitute investment advice. The information contained herein is based on current tax laws, which may change in the future. LPL Financial cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice.  Market-Linked Notes are considered complex investment products and may not be suitable for all investors. Such products contain unique features, risks, terms, conditions, fees, charges, and expenses specific to each product. The overall performance of the product is dependent on the performance of an underlying or linked derivative financial instrument, formula, or strategy.  Return of principal is not guaranteed and is subject to the credit risk of the issuer. Investments in complex products are subject to the risks of the underlying reference asset classes to which the product may be linked, which include, but are not limited to, market risk, liquidity risk, call risk, income risk, reinvestment risk, as well as other risks associated with foreign, developing, or emerging markets, such as currency, political, and economic risks. Depending upon the particular complex product, participation in any underlying asset (“underlier”) is subject to certain caps and restrictions. Any investment product with leverage associated may work for or against the investor. Market-Linked Products are subject to the credit risk of the issuer. Investors who sell complex products or Market-Linked Products prior to maturity are subject to the risk of loss of principal, as there may not be an active secondary market. You should not purchase a complex investment product until you have read the specific offering documentation and understand the specific investment terms, features, risks, fees, charges, and expenses of such investment.

Securities offered through LPL Financial | Member FINRA/SIPC. Investment advisory services offered through Four Financial Management a registered investment advisor & separate entity from LPL Financial.

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE


Comments

Faith P said…
Good readingg this post
October 12, 2024 at 12:48 AM
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