Broker Check
08 April
Structured Notes Overview

Description

Join us for a 30-minute educational webinar introducing structured notes and a different way to approach investing.

Many investors face difficult tradeoffs—full market exposure, sitting in cash, or reacting to volatility. This session explores how structured notes offer a middle ground with defined outcomes and a more structured approach to risk.

We’ll cover:

  • What structured notes are and how they work
  • How they can be used for income, growth, and principal protection
  • The concept of defined outcomes and reduced uncertainty
  • Where they may fit within a portfolio

We’ll also highlight key considerations, including liquidity, issuer risk, and trade-offs.

RSVP to reserve your spot and learn how structured notes can complement your investment strategy.

Date and Time

Wed, Apr 08, 2026

7:00p - 7:30p EST

Location

This event will be held on Zoom

Note

Please register using the RSVP button above.

PT30M

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.

Event Registration

Will you be able to attend this event?