Livewire Webinar: Putting the income pieces together

Over the past few weeks, we have featured a series of nine educational articles focused on investing in income-generating asset classes. I recently hosted a live webinar with two respected wealth managers to discuss how they combine the individual pieces to solve the income puzzle.

My guests, Alex Pikoulas from Lipman & Burgon Partners and Stephen Cabot from Credit Suisse, participated in a moderated panel session were we discussed their portfolio allocations, tips for income investors and the overlooked opportunities that are catching their eye.

Agenda

• Introduction
• Comparing and discussing different asset allocations
• Common mistakes and how to avoid them
• Tips to make a difference
• Under-appreciated sources of income

Click on the video to watch the webinar and a copy of the slides is available for download below.

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