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TD Ameritrade Investor Education Day

September 22 @ 7:30 am - 3:30 pm MDT

Find your way to a more confident retirement strategy with the TD Ameritrade Investor Education Day.

To see a list of the breakout sessions and to register for them individually please go here: Investor Education Day

Retirement insights just got smarter. With workshop‑style sessions featuring Q&As with industry professionals, Investor Education Day takes a more active approach to helping you pursue your retirement goals. Whether you watch all day or choose a handful of webcasts specific to your interests, walk away with new tools, knowledge, and skills to confidently manage your retirement strategies.

Agenda:

Time: 9:45 a.m. ET

Speaker: Lorraine Gavican-Kerr, Ben Watson, Kevin Horner

Welcome/Open

Time: 10 a.m. ET

Speaker: Liz Ann Sonders

Making Sense of U.S. Markets

What’s happening in today’s market and what could it mean for your investments? Find out from special guest Liz Ann Sonders—Chief Investment Strategist at Charles Schwab. From discussing the Federal Reserve’s influence on U.S. equities to the risk and impacts of inflation, she’ll explain the forces we’re seeing in the markets today, where we are in the U.S. economic cycle, and what it all may mean for investors in the coming months.

Additional Resources

Time: 11:15 a.m. ET

Speaker: Cameron May

Climbing the Ladder: Building an Income Stream with the Dividend Aristocrats

Dividend yields and interest rates have moved around a lot this year, and income seeking investors have had some unique challenges. What is an investor to do? Join TD Ameritrade Education Coach Cameron May to learn about a group of equities known as the Dividend Aristocrats. In this session, he’ll dive into the characteristics that identify a stock as an Aristocrat and potential risks. Plus, you’ll learn about creating a dividend income strategy and the pros and cons of pursuing retirement income through this rarified class of stocks.

Additional Resources

Time: 12:30 p.m. ET

Speaker: John McNichol

Using ETFs to Manage Sector Rotation in Your Retirement Portfolio

Whether you’re just starting to build your retirement portfolio or you’re already in retirement, exchange-traded funds (ETFs) can potentially help you diversify your portfolio and spread out risk. With just a few ETFs, you can gain exposure to all 11 market sectors and over 2,500 different stocks! John McNichol, TD Ameritrade Education Coach, will teach you how to identify ETFs that represent the major market sectors, techniques for identifying which sectors may be in or out of favor, and explain what sector rotation is and why it’s important to understand. Additionally, he’ll showcase how exposure to a few technical indicators could help you spot the potential for changes on the horizon.

Additional Resources

Time: 1:45 p.m. ET

Speaker: Barb Armstrong

The Do’s and Don’ts of Trading in an IRA

So, you’ve set up a retirement account and want to take an active role in managing it yourself. Now what? What type of trades are allowed in retirement accounts? Could options trading play a role in your strategy? Is it too “risky”? What’s even possible? In this session, Barbara Armstrong, TD Ameritrade Education Coach, will show you the types of trading that can be done in a TD Ameritrade IRA, discuss what approvals are necessary, and walk through the process of placing trades.

Additional Resources

Time: 3 p.m. ET

Speaker: Brent Moors

Protecting Your Retirement Portfolio for the Long and Short Term

Will your retirement savings hold up for the long term? Can your portfolio withstand market downturns? Brent Moors, TD Ameritrade Education Coach, will dive into these questions as well as other common retirement concerns. During this session, you’ll learn about strategies designed to help protect a portfolio throughout the years, as well as ideas for creating a “hedge” against unexpected moves in the marketplace—like a market correction.

Additional Resources

Time: 4:15 p.m. ET

Speaker: Zach Jabri, Dan Roberts

Income and Risk Management Strategies for Your Retirement Portfolio

Having a stable income in retirement is important. But how do you do it? Join two TD Ameritrade speakers—Zach Jabri, Director of Fixed Income Sales and Service, and Daniel Roberts, Senior Specialist—to see how bonds could be used to help diversify your retirement portfolio and potentially create more stable income. You’ll also learn about various fixed-income strategies, considerations for selecting bonds, and how to build a bond ladder designed to help add cash flow, stability, and diversification.

Additional Resources

Time: 5:15 p.m. ET

Speaker: Ben Watson, Kevin Horner

Closing Remarks

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