Free CE Credit: Beyond Bonds, the 4% Rule, and Covered Call ETFs (Apr 30)
1.0 CFP CE credit. Free. Live panel with Tuttle Capital on April 30
The conventional playbook for retirement income — bonds, dividend stocks, and covered call ETFs — was built for a different era. It’s failing investors and retirees in 2026.
I’m hosting a free CE credit webinar on **Wednesday, April 30 at 1 PM ET** with the team at Tuttle Capital Management ($4B AUM ETF issuer, as of April 2026) where we’ll cover what actually works for income today.
**WHAT WE’LL COVER:**
- Why the 4% rule is broken — and what the data shows about sustainable withdrawal rates now
- Why bonds are failing retirees — duration trap, credit risk, the illusion of safety
- Why covered call ETFs leave money on the table — the cap on upside most investors don’t see
- Put credit spreads and 0DTE strategies — institutional options mechanics packaged for advisors
- The H.E.A.T. Framework — Tuttle’s approach for their options-income ETFs
- What this looks like inside a real RIA practice
**PANELISTS:**
- Matt Tuttle — Founder/CIO, Tuttle Capital Management
- Frances Newton Stacy — Tuttle Wealth Partners
- Dan Hill — Hill Wealth Strategies (RIA)
- Lauren Pearson – Somerset Advisory (RIA)
- Michael A. Gayed, CFA — Moderator
**DETAILS:**
- **Date:** Wednesday, April 30, 2026
- **Time:** 1:00 PM ET
- **Duration:** 60 minutes (educational panel + Q&A)
- **CE Credit:** 1.0 CFP CE credit (Investment Planning) — CFP Board Program #348973
- **Cost:** Free
**REGISTER HERE: https://us06web.zoom.us/webinar/register/WN_KyFEpooCTEmU7Qt8fClSSQ
Hope to see you there.
Michael A. Gayed, CFA
Publisher, The Lead-Lag Report
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*DISCLAIMER — PLEASE READ: This is sponsored advertising content for which Lead-Lag Publishing, LLC has been paid a fee. The information provided is solely the creation of Tuttle Capital Management. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information. All statements and expressions are the sole opinion of Tuttle Capital Management. This webinar is for educational purposes only and does not constitute investment advice. Past performance is not indicative of future results.*