Agenda

Thank you for your interest in our most recent Investor Education Day! The event was a big success, with industry pros sharing plenty of real-world retirement strategies to consider as you invest for your future. While we wait for the next event to be announced, take this opportunity to watch (or rewatch) on-demand webasts from prior events in the archive to keep your strategies sharp. And be sure to check back soon for news on the next Investor Education Day.

10-11 a.m. ET

The Bucket Approach to Portfolio Construction

Christine Benz, Director of Personal Finance at Morningstar

The bucket approach to portfolio planning is a strategy for funding lifestyle or retirement income needs while also maintaining a diversified portfolio of stocks, bonds, and cash. Christine Benz will explain how this approach may help you pursue your financial goals.

Registration Closed

This event has ended, but you can still view the webcast on demand in the archive.

11:30 a.m.-
12:30 p.m. ET

Using Options as a Stock Buying or Selling Strategy

Brett Crowther, Investools Instructor

Buying and selling securities is a big part of an investment strategy, and some investors sell options as a means to attempt to buy and sell those securities. If options are something you’re considering, join Brett Crowther to learn the potential benefits and risks of using options to complement existing strategies.

Registration Closed

This event has ended, but you can still view the webcast on demand in the archive.

1-2 p.m. ET

Central Banks and Presidential Elections: Equity Outlook 2016

Sam Stovall, Chief Equity Strategist at S&P Capital IQ

A new year means new challenges and new successes for investors and traders of all stripes, and that’s never more true than during an election year. Join Sam Stovall for perspective on how central bank policies and presidential elections may impact your stock portfolios for the remainder of 2016.

Registration Closed

This event has ended, but you can still view the webcast on demand in the archive.

2:30-3:30 p.m. ET

Can You Achieve Your Retirement Goals While Weathering the Risks to Your Plan?

Lule Demmissie, Managing Director of Investment Products & Guidance at TD Ameritrade

Kevin Knull, CFP®, PIEtech, Inc.

With retirement ahead for many of us, now is the time to evaluate your retirement goals and the obstacles that may send you off track. We will discuss health care, social security, risks that can affect your success, and will share tools that can help you explore your specific situation.

Registration Closed

This event has ended, but you can still view the webcast on demand in the archive.

4-5 p.m. ET

Selecting ETFs for Your Portfolio

Dominic Maister, BlackRock

Exchange-traded funds (ETFs) are a fast-growing segment of financial products and offer many potential benefits to retirement investors and others. But you must do your homework and understand their risks. Join Dominic Maister to learn his ideas on how to select ETFs for a portfolio.

Registration Closed

This event has ended, but you can still view the webcast on demand in the archive.

5:30-6:30 p.m. ET

Fixed Income Trends in 2016 and Their Potential Impact on Your Portfolio

Craig Laffman, Director of Fixed Income Trading and Syndicate at TD Ameritrade

Fixed income investments, like bonds and notes, are common pieces of the retirement portfolio pie. So what’s in store for them in 2016? Join Craig Laffman for a new perspective on your fixed income portfolio as he analyzes current trends in interest rates, currencies, and central bank policies.

Registration Closed

This event has ended, but you can still view the webcast on demand in the archive.

7-8 p.m. ET

Estimating the True Cost of Retirement

David Blanchett, Head of Retirement Research at Morningstar

Retirement is the most expensive purchase faced by most individuals. In this session, David Blanchett will explore a framework to better understand how much retirement actually costs and a process for better estimating its true cost. This session will include a discussion of the implications of forecasting the growth of assets and important considerations when estimating details, such as determining the optimal replacement rate, forecasting the retirement period, and understanding what it truly means to fail (or succeed) during retirement.

Registration Closed

This event has ended, but you can still view the webcast on demand in the archive.

Speakers

We're grateful to the many instructors, educators, and industry pros who helped make Investor Education Day a success.

Christine Benz

Christine Benz

Director of Personal Finance at Morningstar

Christine Benz is Director of Personal Finance for Morningstar and Senior Columnist for Morningstar.com. She is also author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances; co-author of Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller published in 2003; and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, Benz served as Morningstar’s Director of Mutual Fund Analysis. She has also served as Editor of Morningstar Mutual Funds, Morningstar FundInvestor, and Morningstar Practical Finance.

Brett Crowther

Brett Crowther

Investools Instructor

An Investools Instructor since 1999, Brett Crowther has established himself as a strong technician with a fundamental side as well as a love for forex, futures, and advanced options strategies. Crowther has taught his balance of fundamental and technical analysis to literally thousands of students in the live and online Forex, Futures, and Advanced Options workshops. He stresses the importance of risk management, believing that even traders who think they have the best system in the world can fail with poor money management.

Sam Stovall

Sam Stovall

Chief Equity Strategist at S&P Capital IQ

As Chief Equity Strategist of the S&P Capital IQ Equity Research Department, Sam Stovall serves as analyst, publisher, and communicator of S&P's outlooks for the economy, market, sectors, and stocks. He is the Chairman of the S&P Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. Sam joined Standard & Poor’s (S&P) in April 1989. Prior to S&P, he served as Editor In Chief at Argus Research, an independent investment research firm in New York City. Sam received an MBA in Finance from New York University and a BA in History/Education from Muhlenberg College in Allentown, Pennsylvania. He is also a Certified Financial Planner.

Lule Demmissie

Lule Demmissie

Managing Director of Investment Products & Retirement at TD Ameritrade

Lule Demmissie is a leading personal finance, retirement, and long-term investing expert. An advocate for financial and retirement solutions that rely on a mix of digital and human guidance, Lule believes in empowering individuals, especially women and minorities, to independently drive their own financial futures. As Managing Director of Retirement at TD Ameritrade, Lule leads the development of investment products and services utilizing managed money, exchange-traded funds (ETFs), mutual funds, search tools, and investment planning technology.

Dominic Maister

Dominic Maister

Managing Director at BlackRock

Dominic Maister joined BlackRock in 2010 on the iShares ETF Due Diligence Team, which reviews models, recommended lists, and platforms for partner firms and delivers collaborative implementation guides and timely new product, product enhancement, educational, and competitive intelligence content. Previously, Maister was an Executive Director at Morgan Stanley and Head of Exchange-Traded Fund (ETF) and Closed-End Fund (CEF) Research. Maister began his professional career at Raymond James Financial and joined Morgan Stanley in 1998. His prior roles at Morgan Stanley included six years in Equity Capital Market Sales.

TD Ameritrade

Craig Laffman

Director of Fixed Income Trading and Syndicate at TD Ameritrade

Craig Laffman has been with TD Ameritrade for more than 15 years and currently serves as the company's 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.

David Blanchett

David Blanchett

Head of Retirement Research at Morningstar Investment Management, LLC

In his current role with Morningstar, David Blanchett works to enhance the group's consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. His research has been published in a variety of industry and academic journals and has received a number of awards. He is a frequent speaker at industry conferences and is regularly quoted in the national media. He holds a master's degree in financial services from The American College and a master's degree in business administration from the University of Chicago Booth School of Business. He is a doctoral candidate in the personal financial planning program at Texas Tech University.

Check back soon for details on the next Investor Education Day!

Plus, view previous events' webcasts on-demand in the archive.

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