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.

1. 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.