No matter where you are in your retirement journey, TD Ameritrade’s Investor Education Day offers investors education around retirement planning and investment strategies. TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer subsidiary of TD Ameritrade Holding Corporation (Nasdaq: AMTD), wants to help educate investors about various ways to plan and prepare for retirement by hosting a free investor education day on Wednesday, March 23, 2016.
TD Ameritrade’s Investor Education Day will feature seven webcasts on a variety of topics, from central bank policies and presidential elections impacting your stock portfolio to how much retirement actually costs and the process to better estimate retirement’s true cost. A lineup of TD Ameritrade and 3rd party industry professionals will share their unique strategies and insights into today’s top retirement topics to help investors align their portfolio to their financial goals. Each webcast will last approximately one hour, and investors can pick and choose sessions based on their individual needs. The event, which is free and open to the public, will begin at 10 a.m. EDT and end at 8 p.m. EDT.
“Now is a pivotal time for all investors to evaluate their investment strategies as the events of the next year, including the presidential election, will have an impact on retirement,” said Robert Miller, managing director of investor education for TD Ameritrade. “We want to provide investors with education that will allow them to gain a knowledge and comfort level with concepts including ways to make the best selections for their portfolio, hedge potential risks and get closer to reaching their retirement goals.”
The full agenda includes:
Time (EDT) | Topic | ||
| 10:00-11:00 a.m. | The Bucket Approach to Portfolio Construction, Presented by Christine Benz, Morningstar Inc. | ||
| 11:30 a.m.-12:30 p.m. | Using Options as a Stock Buying or Selling Strategy, Presented by Brett Crowther, Investools | ||
| 1:00-2:00 p.m. | Central Banks and Presidential Elections: Equity Outlook 2016, | ||
| 2:30-3:30 p.m. | Can You Achieve Your Retirement Goals While Weathering the Risks
to Your Plan?, Presented by Lule Demmissie, TD Ameritrade | ||
| 4:00-5:00 p.m. | Selecting ETFs for Your Portfolio, Presented by Dominic Maister, BlackRock | ||
| 5:30-6:30 p.m. | Fixed Income Trends in 2016 and Their Potential Impact on Your
Portfolio, Presented by Craig Laffman, TD Ameritrade | ||
| 7:00-8:00 p.m. | Estimating the True Cost of Retirement, Presented by David Blanchett, Morningstar | ||
To register and get more information about the webcasts, visit TD Ameritrade Investor Education Day.
TD Ameritrade was evaluated against 17 others in the 2015 Barron’s Online Broker Review, March 7, 2015, and was awarded the highest star rating (4.5) overall (shared with 2 others). The firm was ranked 1st in the categories “Best for Long-Term Investing” and “Best for Novices.” TD Ameritrade was also awarded the highest star ratings (4.5) in “Best for Options Traders” (shared with 2 others) and (4) in “Best for In-Person Service” (shared with 4 others). Also received 4 stars in “Best for Frequent Traders”. Star ratings are out of a possible 5. Barron’s is a trademark of Dow Jones. L.P. All rights reserved.
TD Ameritrade was recognized in Corporate Insight’s 2015 Monitor Awards series (published January 2016), receiving a Gold Monitor award in the category of “Education Center” for the fourth consecutive year.
Investools Inc. and TD Ameritrade, Inc. are separate but affiliated companies that are not responsible for each other’s services or policies.
Investools® does not provide financial advice and is not in the business of transacting trades.
Unaffiliated guest presenters do not represent TD Ameritrade, which is not responsible for their services, policies, or commentary.
Source: TD Ameritrade Holding Corporation
About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (Nasdaq: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 40 years. An official sponsor of the 2016 U.S. Olympic and Paralympic Teams, as well as an official sponsor of the National Football League, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade's newsroom or www.amtd.com for more information, or read our stories at http://freshaccounts.amtd.com.
Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org)/SIPC (www.SIPC.org)
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