Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 8, 2026
7:00p - 7:30p
This event will be held on Zoom
Structured Notes Overview
In this session, we will break down: - How structured notes work - Opportunities for income generation - Strategies for growth potential - How structured notes can fit into your portfolio
This presentation is for informational and educational purposes only and should not be considered as investment advice or a recommendation to buy or sell any specific security or strategy. Structured notes are complex financial instruments that involve risk, including the potential loss of principal. Any examples discussed are for illustrative purposes only and are not indicative of future results.
Investing involves risk, and there is no guarantee that any investment strategy will be successful. The features of structured notes, including income, growth potential, and principal protection, are subject to the credit risk of the issuing institution and specific terms of each offering.
Securities are offered though Innovation Partners, LLC (member FINRA/SIPC). Investment Advisory Services are offered though IP Financial Advisory services, LLC (advisory firm with the SEC under the Investment Advisors Act of 1940). Jonathan is a registered representee with Innovation Partners, LLC and an Investment Advisory Representative with IP Financial Advisory Services, LLC. Innovation Partners, LLC, IP Financial Advisory Services, LLC, and Wright Time Financial are unaffiliated entities.