2013 ria strategy-building event for advisors at nyse
DESCRIPTION
Fritz Meyer and Andy Gluck to speak at TDAI 2013 Strategy Building Event for Advisors. Croesus is sponsoring the event in New York City, Jan 15 at The New York Stock Exchange.TRANSCRIPT
11:30 AM Par+cipants Arrival
11:45 AM Welcome Presenta+on
Noon Lunch
1:00 PM Point of View: In-‐depth analysis of economic and financial market trends. Recommenda+ons on investment strategies.
Fritz Meyer Economist and
Market Commentator
1:45 PM Standing Apart: Insights on what Ultra High Net Worth Clients are concerned about, what best prac+ces your compe+tors are implemen+ng, and what new trends are leading the rules of client engagement.
Chris:ne Gaze Director of Prac+ce
Management, TD Ameritrade
2:15 PM Break
2:30 PM The Social Advisor: Following the SEC and FINRA social media guidelines, how to leverage social media tools to transform your social skills into new opportuni+es.
Andrew Gluck Journalist and Founder/CEO
of Advisor Products Inc.
3:00 PM Technology: How prac+ce management technology helps with increasing regula+ons, sophis+cated investment solu+ons, and clients demanding beXer informa+on about their porYolios.
David Mastroberardino Director of Products,
Croesus FinansoZ
3:30 PM View of the Trading Floor and Closing Bell
4:30 PM Op+onal: Discussion Cocktail at a pub near the NYSE (TBC)
2013 Strategy Building Event for Advisors
RIA Seminar At the New York Stock Exchange
11 Wall Street, New York January 15, 2013
Please join us on January 15, 2013 for a special invite only event at the NYSE, the mecca of the financial industry that dates back to 1792. Come to collaborate with leaders in the RIA space to discuss how to break through boundaries with your prac+ce and look towards the future.
AGENDA
We must become the change we want to see.
-‐Mahatma Gandhi
Confirm before January 3rd to:
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TD Ameritrade Ins+tu+onal and the above named par+es are separate and unaffiliated, and are not responsible for each other’s services or policies. TD Ameritrade Ins+tu+onal, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-‐Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.