Agenda

TD Ameritrade wants to help you invest confidently as you pursue your retirement goals, whether you're just getting started, nearing retirement, or already there. Learn how you can make more informed investing decisions with insights from industry professionals at Investor Education Day.

1‑2 p.m. ET

Foundational Principles of Retirement Income

Christine Russell, AIF®, Sr. Manager, Retirement and Annuities, TD Ameritrade

Living in retirement is fundamentally different than investing for retirement, and it requires significant changes to how you manage your finances. Christine Russell will share the guiding principles that underpin a retirement income plan.

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2‑3 p.m. ET

Fixed‑Income Strategies Before and After Retirement

Craig Laffman, Director, Fixed Income Trading and Syndicate, TD Ameritrade
JJ Kinahan, Chief Market Strategist, TD Ameritrade

An introduction to fixed‑income products. We'll explore topics like: the basics, potential benefits and risks, ways to use fixed‑income products in a portfolio, customized portfolios, and bond ladders. Packed with tips and insights, Craig Laffman and JJ Kinahan will show you how you can incorporate fixed‑income investments into your retirement strategy.

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3‑4 p.m. ET

Estimating the Cost of Retirement

James Boyd, Education Coach, TD Ameritrade

When it comes to retirement, there can be a lot of misconceptions. James Boyd explains why the 4% Rule isn't nearly as safe as historical data suggests, how you could consider expected returns—not historical—in your simulations, and how you should consider modeling different levels of spending in retirement.

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4‑5 p.m. ET

Turn the Retirement Income Principles into Action

Matt Sadowsky, RICP®, CRPC, Director, Retirement and Annuities, TD Ameritrade

Join Matt Sadowsky to learn about practical solutions for addressing the foundational principles of retirement income, including examples to consider in building your own plan.

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5‑6 p.m. ET

Generating Income with Options

Michael Turvey, CFP®, CMT, Senior Strategist, Institutional Trading Education, TD Ameritrade Institutional

Even if you own an option to purchase stock, you aren't eligible to receive any dividends the stock pays unless and until you exercise the option and take ownership of the underlying shares. Join Michael Turvey as he discusses ways to use options to potentially generate income with cash‑secured puts and covered call strategies.

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6‑7 p.m. ET

Constructing and Managing a Retirement Portfolio

Michael Kealy, Education Coach, TD Ameritrade

Get a better understanding of asset allocation and how active management plays a role. Michael Kealy will also look at choosing and timing of both asset classes and individual investments—important insights that can help you build and manage a retirement portfolio.

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7‑8 p.m. ET

Social Security and Your Retirement

Bill Meyer, Founder and CEO, Managing Principal, Social Security Solutions

Deciding how and when to claim Social Security is one of the largest financial decisions a person will make in their lifetime. Americans are foregoing significant amounts in lifetime income because they are not well informed about the choices available to them. Bill Meyer will cover all the basics of Social Security, including state of the fund, basic benefit info, common strategies, and developing your own withdrawal strategy.

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Speakers

Read more about the team of educators and industry professionals who will be leading our Investor Education Day webcasts.

Christine Russell, AIF (R)

Christine Russell, AIF®

Senior Manager, Retirement and Annuities, TD Ameritrade

Christine is responsible for the development and management of retirement products, tools, and services at TD Ameritrade with a particular focus on retirement income planning. Previously, Christine founded and managed a retirement consulting firm where she developed marketing and business‑building programs for IRA and 401k plan products. She has over two decades of experience, including running several full‑service 401k businesses. She holds several retirement designations, including the QPA and QKA through the American Society of Pension Professionals and Actuaries, the AIF through the Center for Fiduciary Studies, and the RMA through the Retirement Income Industry Association. She is Series 7 licensed.

Craig Laffman

Craig Laffman

Director, Fixed Income Trading and Syndicate, TD Ameritrade

Craig has been with TD Ameritrade for more than 15 years and currently serves as Director of Fixed Income Trading and Syndicate. Prior to joining TD Ameritrade, he held various roles in the financial services industry, including positions with Prudential Securities and Exco Capital Markets. Laffman is a graduate of Virginia Tech's Pamplin College of Business and holds a Bachelor of Science in finance.

JJ Kinahan

JJ Kinahan

Chief Market Strategist, TD Ameritrade

Though he now serves as Chief Market Strategist for TD Ameritrade, JJ began his career as a Chicago Board Options Exchange (now known as Cboe®) market maker in 1985. He also worked for ING Bank and Blue Capital and was Managing Director of Option Trading for Van Der Moolen USA. In 2006, he joined thinkorswim®, which TD Ameritrade Holding Corp. acquired in 2009. After leading the Educational Events team, he became Managing Director of Active Trader Services in 2009. A 27‑year veteran, JJ is a CNBC "Fast Money" guest and is frequently quoted in The Wall Street Journal, Financial Times, and Reuters News.

James Boyd

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 follows technology, commodities, and momentum-based trading strategies. He focuses on how to read price action, trend reversals, and breakouts. James holds U.S. Industry licenses in the Series 7 and Series 63.

Matt Sadowsky, RICP®, CRPC

Matt Sadowsky, RICP®, CRPC

Director, Retirement and Annuities, TD Ameritrade

Matt manages a team that coordinates products, tools, and services to address clients' retirement needs. He also serves as President of TD Ameritrade's affiliated insurance agency (The Insurance Agency of TD Ameritrade, LLC), overseeing the distribution of third‑party annuity products. He graduated cum laude with a dual degree in philosophy and entrepreneurial management from the University of Pennsylvania's College of Arts and Sciences and Wharton School of Business. He holds FINRA Series 7, 24, and 66 licenses and is nationally licensed in both life and health insurance.

Michael Turvey, CFP®, CMT

Michael Turvey, CFP®, CMT

Senior Strategist, Institutional Trading Education, TD Ameritrade Institutional

Michael joined TD Ameritrade in 2003 and leverages his experiences as a former options broker and market maker to help emerging and established independent registered investment advisors more efficiently manage their time and client portfolios. Additionally, he is a contributor to TD Ameritrade Institutional's quarterly trading e‑newsletter and has written articles published on Forbes.com, thinkmoney® magazine, and The Ticker Tape®. He has a bachelor's degree from the University of Illinois, is a Certified Financial Planner (CFP) certificant and Chartered Market Technician (CMT), and holds FINRA Series 7 and 63 licenses. TD Ameritrade Institutional is a division of TD Ameritrade, Inc.

Michael Kealy

Michael Kealy

Education Coach, TD Ameritrade

Michael became professionally involved in the financial markets in 1994. He graduated from Fairfield University with a Bachelor of Arts in economics. He's been with TD Ameritrade since 2002 and holds the Accredited Asset Management Specialist designation (AAMS). Michael has contributed on the levels of course content, in‑person events such as Market Drive and Investing Fundamentals workshop, and regularly appears on the TD Ameritrade Network. Areas of focus include fundamental analysis and portfolio management. He holds both Series 7 and Series 63 licenses.

TD Ameritrade Network is brought to you by TD Ameritrade Media Productions Company. TD Ameritrade Media Productions Company and TD Ameritrade, Inc. are separate but affiliated subsidiaries of TD Ameritrade Holding Corporation.
Bill Meyer

Bill Meyer

Founder and CEO, Managing Principal, Social Security Solutions

Bill is the founder and CEO of Retiree, Inc. and a nationally recognized expert in portfolio withdrawal strategies. Together with Dr. Reichenstein, they founded IncomeStrategy.com to help retirees maximize their income and savings in retirement. Meyer has been the featured speaker at national FPA, NAPFA, AICPA, and other practitioner events. In 2016, he testified before the U.S. Senate on retirement strategies and how the Social Security Administration could improve. Bill earned his Bachelor of Science in psychology from UCLA and his MBA from the Anderson School at UCLA. He is a former Trustee of the Securities Industry Institute at Wharton and holds multiple securities licenses.

Bill Meyer and Social Security Solutions are separate from and not affiliated with TD Ameritrade.
Ben Watson

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 has taught most available courses in their present format, as well as hosted TD Ameritrade Education Day events. Ben is probably best known for being the co‑host of "The Morning Huddle" and "The Wall Street Wrap‑up" 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 and TD Ameritrade, Inc. are separate but affiliated subsidiaries of TD Ameritrade Holding Corporation.
Joe Correnti

Joe Correnti

Director, Portfolio Construction and Guidance, TD Ameritrade Investment Management, LLC

Joe is responsible for leading the Portfolio Construction and Portfolio Guidance teams and serves as the Chief Operating Officer for TD Ameritrade Investment Management, LLC. He has over 20+ years' experience in financial services, having served as Director of Research, Director of Investments, and as a member of the Investment Strategy team at Edward Jones. Joe has an MBA from Saint Louis University and his certificate in financial planning from the College of Financial Planning. He has received his Certified Investment Management Analyst certification (C.I.M.A.®) through the Investments and Wealth Institute, while completing the CIMA® academic program through the Yale School of Management. He holds Series 7, 8, 16, 24, 63, and 65 securities licenses.

Join us May 23 for insight on today's retirement strategies, and bring your goals into focus.

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