Agenda

Thank you for your interest in our most recent Investor Education Day! The event featured industry pros sharing key insights on how to invest confidently whether you're just getting started, nearing retirement, or already there. Take this opportunity to watch (or rewatch) on-demand webcasts from this and other events to help you pursue your retirement goals.

10 – 11 a.m. ET

Strategies for Pursuing Investment Income

Karen Schenone, Director, Fixed Income Strategies, BlackRock

Transitioning to retirement? What's the best strategy to possibly enhance your hard‑won retirement wealth? Karen Schenone, CFA from BlackRock will explore strategies designed to generate income and maximize returns.

Registration closed

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

11:30 a.m. – 12:30 p.m. ET

Financial Planning 101: How Investing Fits In

Michael Kealy, AAMS, Instructor, Investools®

New to retirement planning? Confused about where to start? Time to review existing investment plans? Join Investools' Michael Kealy, as he attempts to demystify the role of investing in a financial plan. Learn about some potential first steps, expectations, risks, and rewards.

Registration closed

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

1 – 2 p.m. ET

Turn Goals Into Action

Matt Sadowsky, Director, Retirement and Annuities, TD Ameritrade

Keep your retirement momentum moving by setting goals and developing plans to get there. TD Ameritrade's Matt Sadowsky will explain strategies for staying on top of your retirement planning, whether you are a seasoned veteran or just getting started. He can help you understand how to turn your goals into action!

Registration closed

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

2:30 – 3:30 p.m. ET

Estimating the True Cost of Retirement

David Blanchett, CFA, CFP®, Head of Retirement Research, Morningstar Investment Management

Everything comes with a cost, including doing nothing. David Blanchett from Morningstar helps you understand the cost of waiting to get started on your retirement savings and how to best optimize your investing approach, no matter when you start.

Registration closed

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

Speakers

We're grateful for the team of educators and industry professionals who helped make Investor Education Day a success.

Karen Schenone

Karen Schenone

CFA, Director, Fixed Income Strategies, BlackRock

Karen Schenone, CFA, is the Director of Fixed Income Strategies for BlackRock. In this role, she focuses on supporting iShares clients, generating content on fixed-income markets and exchange‑traded funds (ETFs), developing new fixed‑income iShares strategies, and partnering with the iShares team on new fund launches. Prior to joining BlackRock, she was a short-term fund trader at Washington Mutual Bank and an investment research analyst at Laird Norton Wealth Management, providing investment solutions for high net worth clients. She earned a Bachelor's of Business Administration in Finance from The University of Texas at Austin.

Michael Kealy

Michael Kealy

AAMS, Instructor, Investools®

Michael Kealy, AAMS, started his career as a Retirement Planner in 1994 and joined Investools as an instructor in 2002. He has been a regular presenter at the annual Investools Investor Education Conferences and other events. With a long-term focus, he spearheaded the development of the original Advanced Fundamental Analysis course. Teaching specialties include valuing companies, understanding their business lines, and assessing earnings. Michael instructs online and live workshops, Portfolio Management Trading Rooms®, and online coaching sessions. He also posts helpful educational content regularly on social media as an Investools Instructor. Michael holds an Economics degree from Fairfield University and was designated an Accredited Asset Management Specialist in 2000.

Matt Sadowsky

Matt Sadowsky

Director, Retirement and Annuities, TD Ameritrade

Matt Sadowsky, RICP®, CRPC, is Director of Retirement and Annuities at TD Ameritrade, where he manages a team that coordinates products, tools, and services to address clients' retirement needs. He also serves as President of TD Ameritrade's insurance agency, 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.

David Blanchett

David Blanchett

Head of Retirement Research, Morningstar Investment Management

David Blanchett, PhD, CFA, CFP®, is the Head of Retirement Research for Morningstar Investment Management, LLC. In this role, he 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 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 has a doctoral degree in Personal Financial Planning from Texas Tech University.

View on-demand webcasts in the archive.

Plus, check back soon for details on the next Investor Education Day!

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