Student Forum Calendar

Student Forum Announcement
Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program.
Upcoming Meeting

Speaker: Dave Samuels, CFP®, CLU, President and Founder of Corinthian Wealth Management

Options provide a means to hedge risk, as well as improve overall returns.  This session will begin with a basic introduction of investment stock options to ground the session. Dave will focus mainly on covered call options and will address the primary situations where a planner might find them appropriate to implement in a client's portfolio:  in a general portfolio to generate additional return, in a portfolio that is heavily weighted in one or more stocks (usually the company that the client works for), and in a portfolio where there are significant capital gains on a stock and the client is hesitant to sell.  Examples will be reviewed. Taxation of options gains may also be briefly discussed, if time permits.