Best Practices in Grant Writing

Questions You Need to Ask Your Financial Planner
May 10, 2016

The RIA industry needs 200,000 advisors in the next 5 years, so your Financial Planning program needs to grow NOW. TD Ameritrade Institutional’s NextGen programs can help. First step—attend this webcast to hone your proposal writing skills so you can win more grants and help fill that pipeline.

Attend this webcast to learn how to:

  • Hear from past NextGen Grant Winners on what helped them win
  • Gain insight on steps you can take to increase your chances of success with any grant application
  • Discover the top mistakes to avoid when writing a grant proposal—and much more
Kate Healy
Managing Director, Advisor Marketing & Sustainability
TD Ameritrade Institutional
Dr. Christy Marrs
Project Manager
Vanguard General Services
Dave Ragan, CFP, AIF
Senior Financial Planning Specialist
Grunden Financial Advisory

Dr. Nathan Harness
TD Ameritrade Director of Financial Planning
Texas A&M University

TD Ameritrade and third-parties mentioned in this webcast are separate and unaffiliated companies not responsible for each other’s policies.

Webcasts are designed for an investment professional audience, primarily registered investment advisors (RIAs), provided for general illustrative and educational purposes only and should not be considered an individualized recommendation or advice for any specific strategy or to buy hold or sell any specific security. Past performance is no guarantee of future results.

TD Ameritrade is not responsible for information, opinions or services provided by third parties. The material, views and opinions expressed in the presentations are solely those of the presenter(s) and may not be reflective of those held by TD Ameritrade, Inc. TD Ameritrade makes no representations or warranties with respect to the accuracy or completeness of information provided.

Enrollment does not guarantee that you can join the live meeting due to limited event seats.

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2017 TD Ameritrade.

Kate Healy
Managing Director, Advisor Marketing & Sustainability
TD Ameritrade Institutional
Dr. Christy Marrs
Project Manager
Vanguard General Services
Dave Ragan, CFP, AIF
Senior Financial Planning Specialist
Grunden Financial Advisory
Dr. Nathan Harness
TD Ameritrade Director of Financial Planning
Texas A&M University
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