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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.
RIA Seminar At the New York Stock Exchange 11 Wall Street, New York January 15, 2013 2013 Strategy Building Event for Advisors 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 11:30 AM Par+cipants Arrival “ We mwe wecome stee. ust b he ”11:45 AM Welcome Presenta+on change ant to -‐Mahatma Gandhi Noon Lunch 1:00 PM Point of View: In-‐depth analysis of Fritz Meyer economic and ﬁnancial market trends. Economist and Recommenda+ons on investment Market Commentator strategies. 1:45 PM Standing Apart: Insights on what Ultra High Chris:ne Gaze Net Worth Clients are concerned about, Director of Prac+ce what best prac+ces your compe+tors are Management, TD Ameritrade implemen+ng, and what new trends are leading the rules of client engagement. 2:15 PM Break 2:30 PM The Social Advisor: Following the SEC and Andrew Gluck FINRA social media guidelines, how to Journalist and Founder/CEO leverage social media tools to transform of Advisor Products Inc. your social skills into new opportuni+es. 3:00 PM Technology: How prac+ce management David Mastroberardino technology helps with increasing Director of Products, regula+ons, sophis+cated investment Croesus FinansoZ solu+ons, and clients demanding beXer informa+on about their porYolios. 3:30 PM View of the Trading Floor and Closing Bell 3rd to: 4:30 PM Op+onal: Discussion Cocktail efore January ade.com at a pub near the NYSE (TBC) Conﬁrm b en@tdameritr re michael.b 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.