Agenda
Join us in Anaheim for this exclusive event:
Tuesday, March 25, 2008
Anaheim Marriott
700 West Convention Way
Anaheim, CA 92802
Select the sessions you would like to attend. You can attend the entire event or mix and match sessions throughout
the day… the choice is yours! Register Now »
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Tuesday, March 25
7:30 a.m. - 8:30 a.m.
Check-in
8:30 a.m. - 9:30 a.m.
Enjoy a continental breakfast with Joe Burns of The Burns Investment Group as he lays out specific buy and sell rules that experienced traders like him trade by.
9:40 a.m. - 10:30 a.m.
Breakout 1 — Choose from Five Sessions
10:30 a.m. - 11:00 a.m.
Break - Enjoy morning refreshments while you explore our exhibit area.
11:00 a.m. - 11:50 a.m.
Breakout 2 — Choose from Five Sessions
Noon - 1:00 p.m.
Lunch and Special Presentation from TD AMERITRADE
1:10 p.m. - 2:00 p.m.
Breakout 3 — Choose from Five Sessions
2:00 p.m. - 2:30 p.m.
Break - Enjoy afternoon refreshments while you explore our exhibit area.
2:30 p.m. - 3:20 p.m.
Breakout 4 — Choose from Five Sessions
3:30 p.m. - 4:20 p.m.
Breakout 5 — Choose from Five Sessions
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Breakout sessions are organized into five specialized tracks, allowing you to concentrate on areas you're most interested in learning more about. However, because this is a client-driven educational opportunity, we encourage you to select courses that fit your unique interests and skill level, regardless of their designated track.
Track 1: Planning and Retirement
Which IRA is Right for You?
Learn about our IRA solutions and which may be right for you. See how traditional and Roth IRAs offer attractive incentives by helping you save and invest for major events in your life, such as retirement, the purchase of a first home, higher education expenses and much more. Back to Top »
Investing in Bonds
Fixed-income investing can be an integral part of building a balanced, diversified portfolio. Learn about this important market and Bond Wizard, a new TD AMERITRADE tool that can help take some of the guesswork out of fixed-income investing. Back to Top »
Retirement for Investors Age 50 and Beyond
It's never too soon to focus on your retirement goals and start reviewing the many issues you'll confront upon retirement. The pressing questions you'll be asked during this session will sharpen your focus and help maximize your retirement savings. Back to Top »
College Planning Choices
Learn how the many college savings choices out there can help you pursue your unique goals, whether college is many years away or just down the road. Course topics will include the TD AMERITRADE 529 College Savings Plan, the Coverdell Education Savings Account and UGMA/UTMA accounts. Back to Top »
Creating and Following Your Investment Strategy
Apply the knowledge you've gained about the many available investment products and services to your own portfolio during this exciting workshop. Back to Top »
Track 2: Investor
Introduction to Mutual Funds and Exchange Traded Funds
In this overview, you'll learn how mutual funds and Exchange Traded Funds (ETFs) can help you pursue your investment objectives. Discover how our advanced tools can help you screen and compare the over 13,000 mutual funds and 600 ETFs available to choose from. Back to Top »
Before investing in a mutual fund or ETF, be sure to carefully consider the particular ETF's investing objectives, risks, charges and expenses involved. To learn how to obtain a prospectus containing this and other important information, please visit www.tdameritrade.com or call a TD AMERITRADE representative at 800-669-3900. Please read the prospectus carefully before investing.
Portfolio Guidance and Asset Allocation
See how Amerivest can help you create a tailored investment plan that seeks to maximize portfolio return while minimizing risk. Find out how, over time, portfolio diversification and asset allocation impact risk and return and gain fundamental insight into Modern Portfolio Theory. Back to Top »
Bond Ladders
Bond Ladders are designed to provide steady cash flows over time, safety of principal and income, decreased bond portfolio risk and protection against interest rate changes. During this informative course, you'll learn how you can use TD AMERITRADE's Bond Wizard to help build a bond ladder using CDs and/or bonds that mature at regular intervals over time. Back to Top »
Advanced Mutual Funds and Exchange Traded Funds
Taking a closer look at mutual funds and Exchange Traded Funds, you'll receive an in-depth demonstration of the advanced tools you can use to create a diversified fund portfolio. Back to Top »
Track 3: Finding Trade Ideas
Introduction to Backtesting and Program Trading
Find out how you can create, test and execute your trading strategies using this powerful trading and analysis tool. Learn to set up entry and exit rules, plus how to test your strategies against historical market data.* Back to Top »
Introducing Command Center 2.0
See how the new Command Center 2.0 brings together streaming market data, account information, order entry and trade management to help you make the most of online trading.** Back to Top »
Screening for Stock Ideas
On the lookout for new trading and investing ideas? See how Advanced Analyzer™ can help you screen stocks for a variety of trading and investment strategies.** Back to Top »
Lab: Command Center 2.0
Whether you're a new or advanced user, you'll learn how to tap into the power of Command Center 2.0 during this interactive session covering everything from creating a layout to customizing your workspace. Back to Top »
Track 4: Trading Tactics and Technical Analysis
Introduction to Technical Analysis
Learn about the principles and techniques of technical analysis. Explore Advanced Analyzer and its powerful screening and charting functions, in addition to other exclusive tools available through TD AMERITRADE.** Back to Top »
Advanced Topics in Technical Analysis
This informative session will explore advanced technical analysis topics such as oscillators, trend strength, momentum, volatility, Fibonacci relationships and more. Back to Top »
Trading Risk Management
Learn techniques for enhancing your trading strategy that may help you manage potential risks and protect gains. Back to Top »
Technical Strategies for Entry and Exit
You'll discover how technical analysis and chart indicators can help you plan entry and exit points for your stock trades. Back to Top »
Lab: Technical Analysis with StrategyDesk
See how TD AMERITRADE applications like StrategyDesk and Advanced Analyzer can be used to screen and backtest strategies, generate alerts, trigger preset orders and generate rules-based trades.* Back to Top »
Track 5: Options
Introduction to Options
No previous options experience is necessary for this introductory course covering the options basics. It highlights simple strategies for both short- and long-term investors. Back to Top »
Options for the Long Haul
Learn how options can be incorporated into a long-term investment portfolio in order to achieve various outcomes. Strategies for both owning and selling options will be discussed. Back to Top »
Advanced Options
Learn about options pricing models, implied volatility, theoretical prices and Greek measures in options valuation and risk management. Back to Top »
A New Way to Look at Options
Options 360, available to TD AMERITRADE clients with options-approved accounts, is an integrated trading platform that is designed to provide everything an option trader needs. What you learn could help you to more actively manage your options positions and achieve optimal results. Back to Top »
Options Forum
After a full day of intensive options education, attend this relaxed Q&A session for a candid discussion of options techniques and benefits. Back to Top »
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD AMERITRADE review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
