TD Ameritrade Institutional

2018 Trading Services Workshop Series

Summit, NJ | Denver, CO | Houston, TX | Southfield, MI | Costa Mesa, CA

Trading Strategies for Today’s Market

Join us for an in-depth discussion about options, equity, and ETF strategies. You’ll walk away with practical applications for the latest trading and rebalancing tools, plus the best ways to take advantage of the TD Ameritrade Institutional trading desks. You’ll also be able to engage in an interactive panel discussion about how and why options sub-advisors are implementing options strategies for their clients.

Learning Objectives

Each workshop is designed to help you:

  • Make your trading more efficient using the thinkpipes® and iRebal® and Model Market Center platforms
  • Communicate with clients regarding options strategies that could potentially produce income and manage risk
  • Minimize market disruptions when trading equities and ETFs
  • Leverage the knowledge of TD Ameritrade Institutional trade desks for more educational support

Continuing Education Credits

Earn 5.5 CERTIFIED FINANCIAL PLANNER™ (CFP®) continuing education credits at this workshop.

Workshop Instructors

  • Michael Turvey, CFP®, CMT

    Michael Turvey

    Senior Strategist, Institutional Trading Education, TD Ameritrade Institutional

    Leveraging his experiences as a former options broker and market maker, Michael focuses on helping emerging and established advisors to more efficiently manage their time and client portfolios. Through one-on-one consultations, weekly webcasts, and regional workshops, he gives advisors the insight and confidence they need to select, implement, and manage options strategies across multiple accounts. Michael joined TD Ameritrade in 2003. Additionally, he is a contributor to TD Ameritrade Instutional’s quarterly trading e-newsletter, and has wriVen articles published on and in TD Ameritrade’s thinkmoney® and Ticker Tape magazines. He has a Bachelor’s degree from the University of Illinois, is a Certified Financial Planner(CFP) certificant and Chartered Market Technician (CMT), and holds FINRA Series 7 and 63 licenses.

  • Clint Cowles, CMT

    Clint Cowles

    Senior Specialist, Institutional Trading Education, TD Ameritrade Institutional

    With his technical analysis expertise, Clint Cowles focuses on helping advisors successfully incorporate sophisticated trading strategies and advanced allocation models into their practices. Whether facilitating webcasts, hosting workshops, or providing individual support, Clint provides the insight and expertise advisors need to improve their trading efficiency using thinkpipes—TD Ameritrade’s advanced trading platform that provides streaming market data, real-time analytics and robust charting features. Clint joined TD Ameritrade in 2011 and holds a Bachelor’s degree in Mathematics, the Chartered Market Technician (CMT) designation, and FINRA Series 3, 7, 63, 34 and 24 licenses.


Learn More

Join our webcasts every Tuesday at 4:30 p.m. ET to explore everything from technical analysis to options strategies.

To discuss strategy decisions for your clients, call the Strategy Desk at 800-227-0816.

No time for workshops or webcasts? No problem. At your leisure, take some time to read our blogs about the strategies taught at our in person and virtual events. Also, read about the key indictors our Strategy Desk is following. Lastly, sharpen your technical analysis skills with our articles written by a Chartered Market Technician. Email us to subscribe today!

Join our webcasts every Tuesday at 4:30 p.m. ET to explore everything from technical analysis to options strategies.