Investor Education Day is your entry into an educational experience that will help you think differently about retirement. With five workshop-style webcasts, all led by industry pros, you'll have access to new insights and fresh perspectives on ways to make the most of retirement life, including income generation, investment strategies, tax tips and tricks, and more.
Agenda
Register for every session or choose the ones that interest you the most—it's entirely up to you. And if you have questions for our industry pros, simply post them here for a chance to have them answered live during the event.
Lorraine is responsible for empowering TD Ameritrade clients with the knowledge and resources they need to be more informed investors. Lorraine has been with TD Ameritrade for more than 10 years and has worked in various roles, including educating clients on options strategies and risk management across trader products and platform offerings.
Ben Watson
Education Coach, TD Ameritrade
Ben has been with TD Ameritrade since 2005. He has a broad knowledge base and focuses on advanced educational topics such as technical analysis, stocks, intermarket analysis, and exchange‑traded funds (ETFs). He teaches many of our webcast and workshop topics, hosts Education Day events, and is a contributor on TD Ameritrade Network.* Ben holds the Series 7 and Series 63 securities licenses.
*TD Ameritrade Network is brought to you by TD Ameritrade Media Productions Company. TD Ameritrade Media Productions Company, TD Ameritrade, Inc., and Charles Schwab & Co., Inc. are separate but affiliated subsidiaries of The Charles Schwab Corporation. TD Ameritrade Media Productions Company is not a financial advisor, registered investment advisor, broker-dealer, or futures commission merchant.
Kevin Horner
Senior Manager, Trader Education, Charles Schwab
With nearly 25 years at Schwab, Kevin focuses on helping clients develop and hone their trading skills. The most gratifying part of his job is helping traders filter through the noise of the market to better understand how their own emotions can affect their trading success.
Cameron May
Education Coach, TD Ameritrade
A graduate of BYU's Marriott School of Business, Cameron began his Wall Street career in 1997, ultimately spending eight years with two major firms as a full‑service broker, margin analyst, risk analyst, and trader. He made the move to education in 2005 and has since taught tens of thousands of investors on topics such as value, growth, income investing, portfolio management, technical analysis, and options trading. Cameron was honored to present at the 2016 and 2017 NFL Personal Finance Camps in Ft. Lauderdale, FL, and currently holds Series 3, Series 7, and Series 63 securities licenses.
James Boyd
Education Coach, TD Ameritrade
James graduated from the University of Utah with a degree in German, but ultimately decided to follow his passion and pursue a career in the investing field. James joined TD Ameritrade in 2003 and specializes in technology, commodities, and momentum-based trading strategies. He focuses on ways to read price action, trend reversals, and breakouts. James holds Series 3, Series 7, and Series 63 securities licenses and is currently in the process of getting his CFA® credentials.
Michael Fairbourn, CVA
Education Coach, TD Ameritrade
A Senior Manager at TD Ameritrade, Michael joined the company in 2007. He became professionally involved in the financial markets in 1997. He specializes in combining fundamental analysis with technical analysis. Michael holds degrees in finance and accounting and is a Certified Valuation Analyst (CVA).
Barbara Armstrong
Education Coach, TD Ameritrade
Barbara joined TD Ameritrade in 2016 and specializes in options strategies and technical analysis. She has a passion for teaching and loves helping newer and experienced traders understand and overcome the challenges encountered on the investor education journey. Barbara holds Series 3, Series 7, and Series 63 securities licenses.
Hayden Adams, CPA, CFP®
Director, Tax Planning and Wealth Management, Schwab Center for Financial Research, Charles Schwab
Hayden joined Charles Schwab in 2015 and is the Director of Tax Planning and Wealth Management for the Schwab Center for Financial Research. Hayden is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) with degrees in finance and accounting.