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TD Ameritrade 2015

By Liz G. Gillette

The LWPM team was fortunate to escape the cold for a few days to attend the annual TD Ameritrade conference in San Diego. And while my expectations are quite high for this event, I must say that this year’s TDA conference was outstanding! The speakers were tremendous. Amy Cuddy, who carries her PhD in Social Psychology from Princeton University, taught us

how to use our bodies and posture to change our mindset. Peter H. Diamandis gave us a glimpse of where technology will be in the next ten years and his plan to confront illiteracy and the healthcare epidemic worldwide. Magic Johnson shared his outlook on leadership training (plus hilarious Larry Bird and Michael Jordan anecdotes). My personal favorite was Leon Panetta, former Director of the CIA and former Secretary of Defense, who reminded us to FIGHT for what we want. He also provided his insights on leadership, politics, and global threats. Lifetime Wealth is looking forward to applying what we learned to benefit our clients in 2015.

P.S. While there is no celebrity picture this year, Diana and I are happy to say we completed our first charity 5K together! Instead of participating in the run, Carolyn volunteered painting houses for Habitat for Humanity.

Diana and Liz in the starting area for the TD Ameritrade 5K in San Diego.



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