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Advisors Dedicate Time And Resources To Community Outreach At The TD Ameritrade Institutional 2013 National Conference

TD Ameritrade Institutional1 announces community outreach activities at the 2013 National Conference in San Diego, Calif., Jan. 30 - Feb. 2. Nearly 3,000 independent registered investment advisors (RIAs) and industry influencers from across the country will have the opportunity to participate in activities to support the American Red Cross, Habitat for Humanity, and the Foundation for Financial Planning.

“Whether it’s with a hammer or financial planning tools, advisors are passionate about helping people improve their lives. I’m always inspired to hear the different ways advisors choose to give back to their communities and we wanted to harness some of that energy at our National Conference,” said Tom Nally, president, TD Ameritrade Institutional. “San Diego is home to nearly 500 TD Ameritrade associates and their families, as well as many of our advisor clients. We look forward to rolling up our sleeves and working side by side with RIAs to make a positive impact on the community.”

Conference goers will have the opportunity to choose from four activities:

5K Run/Walk

Conference goers and their guests can head to the San Diego Bay waterfront on the afternoon of Friday, Feb. 1, for a 5K Run/Walk benefitting the American Red Cross, Habitat for Humanity, and the Foundation for Financial Planning.

Foundation for Financial Planning “Ask the Advisor” Consultations

RIAs will have the opportunity to help military families learn the basics of creating a financial plan through one-on-one consultations. These skills include budgeting, saving, debt reduction and money management. Advisors can sign up for a Foundation for Financial Planning pre-conference continuing education credit course (taking place on Wednesday, Jan. 30) to become qualified to lead an “Ask the Advisor” session on Thursday, Jan. 31, or Friday, Feb. 1.

Habitat for Humanity of San Diego Build

On the afternoon of Friday, Feb. 1, guests of the conference can help reshape the landscaping of Habitat for Humanity homes across the greater San Diego area by building home fences on the conference property. Space is limited and Habitat for Humanity volunteer opportunities are available on a first-come, first-served basis.

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