Charting your personal path to retirement

Everyone’s vision of retirement is different. But planning for the future you want doesn't have to be overwhelming. Watch a replay of each information-packed session and get actionable insights designed to help you pursue your retirement goals, whatever they may be.

Allocating assets for
tax efficiency

Investing ideas for every stage of life

Making the most of Social Security

Protecting your assets
with options

Retirement insights you can use today

Discover a wealth of practical planning and investing ideas for every type of investor. Click on the session titles below to access the on-demand recording.


11:00 a.m.–12:00 p.m. ET

Allocating for a More Tax-Efficient Retirement

Are you considering the impact of taxes on your retirement? E*TRADE’s Mike Cannizzaro discusses how allocating investments across different accounts and asset classes may increase tax-efficiency.



12:15 p.m.–1:15 p.m. ET

Portfolio Ideas for Different Life Stages

Investors can save for retirement at any age. Hear some portfolio construction ideas for different life stages—whether you are looking for income now, saving for the future, or looking to leave a legacy. Rob Kron, head of investment and retirement education, and Karen Schenone, CFA and fixed income strategist, both from BlackRock, discuss portfolio ideas for various life stages to help you live the retirement you want.


1:30 p.m.–2:30 p.m. ET


Investing for Dividend and Interest Income

Learn the range of investment choices you have for an income-oriented portfolio. E*TRADE’s Dave Whitmore examines, compares, and contrasts fixed income investments, common stock dividends, and alternative investments, including REITs and MLPs.


2:45 p.m.–3:45 p.m. ET


Paying Yourself in Retirement: Creating a Sustainable Withdrawal Plan

Creating sustainable income is essential to achieving a successful retirement. E*TRADE’s Mike Cannizzaro discusses portfolio withdrawal techniques that can help combat inflation and market risk in retirement, as well as how E*TRADE may assist with analyzing your retirement income plan.



4:00 p.m.–5:00 p.m. ET

Transforming Social Security into a Winning Retirement Strategy

Social Security is a core component of retirement planning. However, it can also be one of the most confusing topics, given the constantly changing rules and unique dependencies of the program, particularly for married couples. Jennifer Taboada, head of Social Security consulting for BlackRock, discusses the core benefits available to you through the program and the trade-offs of various strategies for collecting at different ages.


5:15 p.m.–6:15 p.m. ET

Protecting Investments with Options

Many investors near or living in retirement will face market uncertainty while trying to make retirement assets last. E*TRADE’s Shawn Howell discusses options ideas that can help protect your investments. Learn how options can be used to hedge risk with individual stock positions or an overall portfolio.

Rob Kron

Head of Investment and Retirement Education, BlackRock  

Rob Kron is the head of Investment and Retirement Education for BlackRock, with responsibilities for the development and delivery of practice management, wealth management and market insight programs. He has been in the financial services industry for more than 25 years, and offers extensive expertise and experience in all aspects of financial planning and retirement benefits. Prior to joining BlackRock, Rob spent 17 years at Merrill Lynch, where he was most recently the Director of Equity Awards. Rob is a regular media spokesperson, and his perspectives on Social Security and retirement planning have been featured in numerous broadcast media, including Fox, Bloomberg, Advisor TV and various personal finance publications, including the Wall Street Journal and USA Today. Rob graduated magna cum laude from the University of Colorado.

Michael Cannizzaro

Senior Strategist, Investor Education, E*TRADE Securities

Michael Cannizzaro, CRPC®, CRPS®, RICP®, is a Senior Strategist of Investor Education with E*TRADE Securities. Mike brings nearly 19 years of experience in the financial services industry with a concentrated focus on retirement planning, investing, and savings. Mike conducts educational seminars for E*TRADE clients through monthly online presentations and appearances at live events across the country. His perspective has been shaped by his previous work experience as a financial advisor, as well as in training and education roles. Mike holds several licenses, including FINRA Series 24, 7, 63, and 66.

Jennifer Taboada

Head of Social Security Consulting, BlackRock

Jennifer Taboada is head of the Social Security Consulting team at BlackRock. In this role, Jen serves as a national specialist on the topic of Social Security. She has been in the financial services industry for over 10 years, responsible for creating, implementing and presenting a broad array of financial planning topics for investment management and financial advisory practices. Jennifer was raised in Ocean Township, New Jersey, where she now lives with her husband Michael. She attended Seton Hall University, where she received a BS in international economics and a BA in modern languages with a specialization in Spanish and Italian.

Dave Whitmore

Senior Strategist, Trader Education, E*TRADE Securities

Dave Whitmore is a Senior Strategist of Trader Education with E*TRADE Securities. Dave has been teaching investments and trading for more than twenty years. He has worked with thousands of investors, at events and online, and taught a wide range of topics, including technical analysis, stock fundamentals, stock selection, risk management, options, and exchange-traded funds. Dave holds an M.B.A. from New York University and a B.A. in business economics from the University of California at Santa Barbara. He lives in New Jersey with his wife and two children where he enjoys high school sports, competitive dance, golf, skiing, Jeopardy, jazz, and amateur ornithology.

Karen Schenone

Karen Schenone, CFA and Fixed Income Strategist, BlackRock 

Karen Schenone, CFA, Director, is a Fixed Income Product Strategist within BlackRock’s Global Fixed Income Group focusing on iShares fixed income ETFs. She focuses on supporting iShares clients, generating content on fixed income markets and ETFs, developing new fixed income iShares strategies, and partnering with the iShares team on fund launches. Prior to joining BlackRock, she was an investment research analyst at Laird Norton Wealth Management, providing investment solutions for high net worth clients through asset allocation and security selection decisions. Karen began her career as short-term funding trader in the treasury department of Washington Mutual Bank. She earned a Bachelor of Business Administration in finance from The University of Texas at Austin and is a CFA charterholder.

Shawn Howell

Senior Strategist, Investor Education

Shawn joins the E*TRADE education team after two decades as a trader, author, educator, and executive for some of the financial industry's leading brokerage and training firms, including Charles Schwab, Investools, and Thinkorswim Group. In 2009 Shawn co-founded Pro Market Advisors, E*TRADE's education partner for many years. In 2012 Shawn co-authored Trading by Numbers: Scoring Strategies for Every Market (Wiley).