TD Ameritrade Hosts Free Investor Education Day; Empowering Investors To Tackle Their Retirement Strategy Head On

Give yourself an extra boost of confidence in the decisions you’re making for retirement with TD Ameritrade’s Investor Education Day. TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer subsidiary of TD Ameritrade Holding Corporation (NYSE: 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 25, 2015.

TD Ameritrade’s Investor Education Day will feature seven webcasts on a variety of topics, from jump-starting your long-term savings and investing plans to withdrawal strategies that will make your savings stretch further in retirement. A lineup of 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.

“Retirement planning can be a challenge, so by educating investors we are better positioning them to be able to strategically plan for retirement and pursue their financial goals,” said Robert Miller, managing director of investor education for TD Ameritrade. “As a leader in investor education, we pride ourselves on offering advanced knowledge and tools in the industry. Our focus is to empower investors and give them the confidence they need to make the best decisions for their retirement.”

The full agenda includes:

Time (EDT)Topic
10:00-11:00 a.m. Unlocking Social Security,

Presented by Douglas Ewing, Transamerica

11:30 a.m.-12:30 p.m. Jump-Start Your Retirement,

Presented by Matt Sadowsky, TD Ameritrade

1:00-2:00 p.m. Fixed-Income Strategies Before and After Retirement,

Presented by Karen Schenone, BlackRock

2:30-3:30 p.m. Creating an Equity Income Stream for Retirement,

Presented by Sam Stovall, S&P Capital IQ

4:00-5:00 p.m. Alternative Investments for Retirement,

Presented by Blake Young, Investools

5:30-6:30 p.m. Constructing and Managing a Retirement Portfolio,

Presented by Devin Ekberg, Investools

7:00-8:00 p.m. Make It Last: Withdrawal Strategies for Retirement,

Presented by Phil Michalowski, MassMutual

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 ranked #1 out of 17 online brokers evaluated in the StockBrokers.com Online Broker Review 2014. TD Ameritrade was rated #1 overall. TD Ameritrade was also rated #1 or Best in Class (within top 5) in several categories including: “Platforms & Tools”, “Customer Service”, “Education”, “New Investors”, “Research“, “Mobile Trading“ , “Options Trading“ and “Active Trading“. Read Full Article

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.

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.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org)/SIPC (www.SIPC.org)

Source: TD Ameritrade Holding Corporation

Contacts:

TD Ameritrade Holding Corporation
For Media:
Brendan McManus, 201-369-8541
Communications & Public Affairs
brendan.mcmanus@tdameritrade.com
On Twitter @TDAmeritradePR
or
For Investors:
Jeff Goeser, 402-597-8464
Investor Relations & Finance
jeffrey.goeser@tdameritrade.com

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