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Thanksgiving Holiday Schedule – TD Ameritrade

Please be advised of the following Thanksgiving holiday schedule for TD Ameritrade:

Wednesday, November 23, 2016

  • US Equity Market/Listed Bond Market – Normal market hours
  • OTC Fixed Income Market – Early close at 4:00 PM ET
  • TD Ameritrade Institutional – Standard hours of operation

Thursday, November 24, 2016

MMC: Sneak Peek

With only a few weeks left till our next Mastermind Collegium, we are excited to share a closer look at the marketing program that enabled Mastermind member, Leonard Parson, to cut his marketing costs by 60%! Instead of relying on cold leads from the mail houses, learn the details of how he is able to […]
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PCA Model Portfolio Changes

The PCA Investment Committee regularly reviews and conducts research on the PCA Model Portfolios. In normal course, these efforts may lead to occasional changes to the asset allocation.   As such, please be advised that we will be making asset allocation changes to our Pre-Tax and Post-Tax Portfolios. No changes will be made to our Global […]
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MMC Top Advisor Spotlight: John Gibbons

One of the unique benefits of being a part of our Mastermind Group is the collaboration with fellow successful advisors dedicated to holistic financial planning. This week we share a spotlight of top advisor John Gibbons, CLU®, ChFC®, managing partner of Allied Financial Consultants, LLP, as he provides an exclusive inside look at his key […]
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Indextra® FIA Webinar

As part of our ongoing Monthly Product Webinar Series, Dave Alison will be discussing the Indextra® Fixed Indexed Annuity product issued by Integrity Life Insurance Company!

Join him Monday, October 31 at 3 p.m. ET as he talks through how this product offers your client’s peace of mind to know their final expenses are covered.

On this […]
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MMC Breakout Session Highlights

Have you ever wondered how your fellow C2P Mastermind advisors successfully implement C2P’s tools and processes in their own practices? Or maybe you’ve asked if your peers are doing something unique that you should try too? Here is a recap of new ideas and strategies for enhancing your business. Watch the video below for the […]
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