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Ricky attended the TD Ameritrade Institutional National Conference in Orlando and below are highlights from day 2 afternoon speakers and sessions. This includes sessions on the psychology of a sale and trying to read client’s minds.

The Art and Science of Sales
Jim Watkins, Consultant with Miller Herman, Inc.

Ricky attended the TD Ameritrade Institutional National Conference in Orlando and below are highlights from day 2 morning speakers and sessions. This includes a conversation with Terry Bradshaw and session on “dark pools”.

Terry Bradshaw
Four-time Super Bowl Champion and co-host of Fox NFL Sunday. High points from his motivational speech:

Ricky is currently attending the TD Ameritrade Institutional National Conference in Orlando and below are highlights from day 1 morning speakers. Most notably, President George W. Bush (43) and President Bill Clinton (42) shared the stage to offer insights and answer questions.

Tom Bradley, President of TD Ameritrade Institutional

Ricky attended the TD Ameritrade Institutional National Conference in Orlando and below are highlights from day 1 afternoon speakers and sessions. This includes a panel discussion with three large mutual fund managers and an update from the TD Bank president.

There is a window of opportunity approaching next year that may offer you the chance to fund a Roth IRA that has been previously out of reach. This could be the only chance for many investors to make substantial changes to the tax status of their investments.

Many seniors are discovering that a new law titled The Worker, Retiree, and Employer Recovery Act of 2008 waives the Required Minimum Distributions (RMD) for 2009. Investors who are aged 70 ½ or older are not required to withdraw money from their IRAs or other defined-contribution plans for the current tax year.

The executive summary of this article first appeared in the Texas Association of Small Business newsletter in February. Below is the original article in its entirety.