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TD Ameritrade Helps Investors Realize Opportunity Amid Uncertainty With Free Investor Education Day

Interest rates will rise and bond prices will ease, but no one knows for certain when or how much, leaving fixed income investors with lots of questions – particularly as it relates to their retirement planning. It’s market situations like this that prompted TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer subsidiary of TD Ameritrade Holding Corporation (NYSE: AMTD), to host a free education day on Tuesday, March 19, 2013.

The one-day event will feature webcasts on a variety of timely retirement-focused topics – from fixed income investments to ETFs and options strategies – structured to help investors develop a strategic plan that can help them become more confident investors. The event is open to the public and will begin at 11:30 a.m. EDT and conclude at 9:30 p.m. ET, with each webinar lasting about an hour. Investors can opt to attend all of the sessions or pick and choose based on their needs.

“There’s a lot of uncertainty in the economy, and that creates caution among investors: fear of rising rates and its impact on bond prices; concerns about how to manage volatility in a portfolio; and questions about strategies to help generate income,” said Tom Bradley, president of retail distribution for TD Ameritrade. “As a leading provider of investor education, it’s our job to get out in front of investors and to help answer these questions. So we brought together experts from across the industry to hold a special, free education day to help investors get clarity on these issues and ultimately make more informed investment decisions.”

Two of the webcasts will be broadcast live from the TD Ameritrade branch office in Chicago, Ill., located at Burnham Center, 111 West Washington St., Suite LL-5. On-site, Christine Benz, director of personal finance for Morningstar, will present “Key Ingredients for Successful Retirement Portfolios,” and Scott Nations, president and chief investment officer for NationsShares, will present “Using Options to Create Monthly Income.”

The full agenda includes:

Time (ET)



11:30 a.m.-12:30 p.m.     Jump-Start Your Retirement: The Keys to Getting Started, Presented by TD Ameritrade
1:00-2:00 p.m.     Key Ingredients for Successful Retirement Portfolios, Presented by Morningstar
2:30-3:30 p.m.     Incorporating Exchange Traded Funds (ETFs) in Your Retirement Plan, Presented by Investools ® from TD Ameritrade Holding Corp.
4:00-5:00 p.m.     Managing Your 401(k), Presented by Investools ® from TD Ameritrade Holding Corp.
5:30-6:30 p.m.     Fixed Income Alternatives for Your Portfolio, Presented by PIMCO
7:00-8:00 p.m.     Taking Market Volatility in Stride, Presented by TD Ameritrade
8:30-9:30 p.m. Using Options to Create Monthly Income, Presented by NationsShares

TD Ameritrade clients can register and get more information about the webcasts by visiting

Participants who are not already TD Ameritrade clients can register and get more information about the webcasts by visiting


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