TD Ameritrade Helps Investors Strengthen Their Portfolio Management Skills with Investor Education Day
07 November 2014 - 12:30AM
Business Wire
November 12 event features industry
professionals and free webcasts
Company aims to help investors gain greater
control of their investment portfolio
As changes to the economy impact the personal finance landscape,
investors are taking to actively managing their long-term
investments and retirement portfolios. TD Ameritrade, Inc. (“TD
Ameritrade”), a broker-dealer subsidiary of TD Ameritrade Holding
Corporation (NYSE: AMTD), will host a free investor education day
on Wednesday, Nov. 12, 2014 to provide insight that can help
investors take control of their long-term portfolios by learning
portfolio management tactics.
TD Ameritrade’s Investor Education Day will feature a series of
free webcasts focusing on topics - like the state of the market,
income ideas, and smart investing strategies - intended to improve
investors’ management skills and give them the confidence to pursue
their investing goals. The event is open to the public and will
begin at 10:00 a.m. EST and conclude at 8:00 p.m. EST, with each
webinar lasting an hour. Investors can choose to attend all of the
sessions or attend only those relevant to their needs.
“Managing an investment portfolio in this market requires
meticulous planning and monitoring to ensure that it stays on track
with the investor’s goal. Investors have a difficult enough time
managing their plans without having to deal with outside factors,
such as inflation, taxes and additional sources of income,” said
Robert Miller, managing director of investor education for TD
Ameritrade. “As a leader in investor education, we aim to assist
investors - from the self-directed to those who utilize an advisor
- by providing them with insights from industry experts to help
them envision and pursue their financial goals.”
The full agenda includes:
10:00 a.m. - 11:00 a.m. The State of the Economy: What
Investors Need to Know, Presented by TD Bank
11:30 a.m. - 12:30 p.m. Global Markets: Think Outside Your
Borders, Presented by Cambria Investment Management
1:00 p.m. - 2:00 p.m. The Global Search for Portfolio
Income, Presented by Wisdom Tree Investments Inc.
2:30 p.m. - 3:30 p.m. The Biggest Technology Boom You’ve
Never Heard Of, Presented by Investools® from TD Ameritrade
Holding Corp.
4:00 p.m. - 5:00 p.m. Finding Income Using Option
Strategies, Presented by Investools® from TD Ameritrade Holding
Corp.
5:30 p.m. - 6:30 p.m. A “Beta” Way to Invest: Using Smart
Beta Investing in a Portfolio, Presented by PowerShares
7:00 p.m. - 8:00 p.m. The Bond Market Decoded, Presented
by BlackRock
To register and get more information about the webcasts, visit
www.tdameritrade.com/educationday.
About TD Ameritrade Holding Corporation Millions of
investors and independent registered investment advisors (RIAs)
have turned to TD Ameritrade’s (NYSE: 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 39 years. An official sponsor
of the 2016 U.S. Olympic and Paralympic Teams, as well as an
official sponsor of the National Football League for the 2014, 2015
and 2016 seasons, 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)
TD Ameritrade and third party guest presenters are separate,
unaffiliated entities. TD Ameritrade is not responsible for
commentary or content by these guest presenters.
TD Bank Group has an ownership interest in TD Ameritrade Holding
Corporation, the parent company of TD Ameritrade, Inc.
Investools, Inc. and TD Ameritrade, Inc. are separate but
affiliated companies that are not responsible for each other’s
services or policies.
Source: TD Ameritrade Holding Corporation
TD Ameritrade Holding CorporationFor Media:Brendan
McManus, 201-369-8541Communications & Public
Affairsbrendan.mcmanus@tdameritrade.comOn Twitter
@TDAmeritradePRorFor Investors:Jeff Goeser, 402-597-8464Investor
Relations & Financejeffrey.goeser@tdameritrade.com
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