Gone are the days when people could rely on Social Security and pensions to build retirement wealth. Today, retirement means investors need to take a more active role in individual planning. TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer subsidiary of TD Ameritrade Holding Corporation (NYSE: AMTD), wants to help educate investors on the different ways to plan for retirement and will host a free investor education day on Tuesday, March 25, 2014. TD Ameritrade’s Investor Education Day will feature seven webcasts on a variety of topics, from the state of the market and generating income in retirement to retirement plans and IRAs. Anyone planning for retirement – whether just starting out or already enjoying their golden years – can benefit from this event. Each webcast will last approximately one hour, and investors can pick and choose sessions based on their individual needs. The event, which is free and open to the public, will begin at 10 a.m. EDT and end at 8 p.m. EDT. “Retirement is changing: People are living longer, health care costs are rising and Social Security is finite. Investors need to understand how all of these things can potentially impact their retirement plans,” said Robert Miller, managing director of investor education for TD Ameritrade. “As a leader in investor education, we know many investors struggle with these issues, and we want to help provide them with insights from industry experts to help them pursue their financial goals.” The full agenda includes:
| Time (EDT) | Topic | ||||
| 10:00-11:00 a.m. | The State of the Market: What Investors Need to Know, Presented by BlackRock | ||||
| 11:30 a.m.-12:30 p.m. | The Nuts and Bolts of Retirement, Presented by TD Ameritrade, Gallup Senior Scientists, T. Rowe Price Investment Services, Inc. | ||||
| 1:00-2:00 p.m. | Creating an Equity Income Stream for Retirement, Presented by S&P Capital IQ | ||||
| 2:30-3:30 p.m. | The Truth About Retirement Plans and IRAs, Presented by Edelman Financial Services, LLC | ||||
| 4:00-5:00 p.m. | Make It Last: Retirement Withdrawing Strategies, Presented by Great-West Financial | ||||
| 5:30-6:30 p.m. | Social Security: The Must-Knows, Presented by Social Security Solutions | ||||
| 7:00-8:00 p.m. | Wall Street Strategies for the Investor, Presented by O'Shaughnessy Asset Management | ||||
