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TD Ameritrade presents Investing Fundamentals Workshop - Salt Lake City

TD Ameritrade Education

Friday, December 21, 2018 at 8:30 AM - Saturday, December 22, 2018 at 5:00 PM (MST)

TD Ameritrade presents Investing Fundamentals Workshop...

Ticket Information

Type End Quantity
General Admission 3d 12h 18m Free  

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Event Details

Transform your basic investing skills into confidence when you enroll in this free two-day educational workshop. You'll learn how to build and manage your own portfolio as well as discover how to potentially generate income from your investments.


Learn ways to:

  • Identify your financial goals, risk tolerance, and investing style, and learn how to allocate the right mix of assets based on your needs
  • Identify market sectors that may be on the rise and learn to spot undervalued stocks
  • Implement entry and exit strategies
  • Create a portfolio that seeks to generate a regular, predictable stream of income



Workshop Agenda


December 21st - 8:30 AM - 5:00 PM

Focus: Understanding Asset Allocation, Diversification, and Portfolio Management with Mutual Funds and ETFs

  • Use the TD Ameritrade website to help in your search for mutual funds/ETFs that may meet your diversification needs
  • Learn about a variety of allocation models that seek to balance risk, correlation, and volatility in the markets
  • Learn to establish appropriate benchmarks for your portfolio and how to compare your results
  • Learn portfolio management techniques


December 22nd -  8:30 AM - 5:00 PM

Focus: Using the TD Ameritrade Website to Find, Analyze, and Potentially Invest in Stocks and Bonds

  • Identifying potential value and growth criteria, what they mean, and how to find potential stock candidates using the TD Ameritrade website
  • Considerations for setups and entry signals for value and growth investing
  • Learn about portfolio management techniques and potential exit signals
  • Understand the ways bonds and bond funds can be used in a portfolio
  • Learn the main resources available at TD Ameritrade to help you continue learning and refining your investing knowledge



Once you have your ticket, here's how you can prepare:

  • Bring your laptop to learn interactively during the workshop's hands-on instruction
  • Identify goals you want to accomplish in your workshop
  • Arrive early to get a good seat
  • Workshop rooms can be chilly—be sure to dress accordingly


All investing involves risks, including loss of principal.

Asset allocation and diversification do not eliminate the risk of experiencing investment losses.

Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling 800-669-3900, contains this and other important information about an investment company. Read carefully before investing.

ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, leverage risk, credit risk and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Commission fees typically apply.

Mutual funds, closed-end funds and exchange traded funds are subject to market, exchange rate, political, credit, interest rate and prepayment risks, which vary depending on the type of mutual fund. Fund purchases may be subject to investment minimums, eligibility, and other restrictions, as well as charges and expenses. Certain money market funds may impose liquidity fees and redemption gates in certain circumstances.

Investments in fixed income products are subject to liquidity (or market) risk, interest rate risk (bonds ordinarily decline in price when interest rates rise and rise in price when interest rates fall), financial (or credit) risk, inflation (or purchasing power) risk and special tax liabilities. May be worth less than the original cost upon redemption.

The presentations are provided for general information purposes only and should not be considered individualized recommendations or advice.

Photo credit: LILA PHOTO

TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by

TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2018 TD Ameritrade.

Have questions about TD Ameritrade presents Investing Fundamentals Workshop - Salt Lake City? Contact TD Ameritrade Education

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When & Where

Sheraton Salt Lake City Hotel
150 West 500 South
Salt Lake City, UT 84101

Friday, December 21, 2018 at 8:30 AM - Saturday, December 22, 2018 at 5:00 PM (MST)

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TD Ameritrade Education

One of the most important assets an investor can have is knowledge. That is why we give you a wide range of investing resources such as timely articles and videos, an immersive curriculum, webcasts, and engaging in-person events -- all accessible on your preferred platform, whether that's desktop or mobile. 

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