Advanced Symposium | Charlotte | November 11-13

This year’s theme, Retirement [re]Imagined will center around the 10,000 boomers retiring each day. You’ll learn from experts across the financial planning spectrum on how to deliver a better wealth experience across investment, planning, tax, and estate topics. Equally valuable is the opportunity to connect with friends, network with your peers and share ideas.

General Sessions, Workshops, and Breakouts will include:

• Designing a Client Centric Experience around Retirement Transitions
• Growth opportunities through delivering a better wealth experience
• Perspectives from Retirees on what really matters
• A range of topics from retirement tax tactics to fixed income and small business owner financial strategies.

Conference Details:

The Advanced Symposium will be begin at 11:00 AM, Monday November 11, and end at 9:00 PM on Tuesday, November 12. The conference will be held at the Dimensional Fund Advisors Charlotte office and we will be staying at the Charlotte Westin.

Questions? Contact Loring Ward at 800.366.7266, Option 6 or visit us at www.loringward.com/advisors

Please register by Friday, October 18.