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UPCOMING EVENTS

FREE Webinar:

Perspective on COVID-19 and Market Volatility

Wednesday, April 22nd 1 pm PST

Location: Webinar

Apollo Lupescu, PhD and Vice President with Dimensional will discuss:
  • Volatility in financial markets and COVID-19
  • Historical perspective on market declines
  • Why stock price fluctuations should be viewed as a normal part of investing

FREE Webinar:

DFA Virtual Investor Symposium

Friday, May 1st 10 am – 12 pm PST

Location: Webinar

Founder and Executive Chairman David Booth with other DFA representatives will be discussing:
  • Key investment principles
  • Dimensional processes
  • The role an advisor plays in your investment plan

Please contact us directly and we will register you for this event.

FREE Webinar:

7 ways to make money during coronavirus

Multiple days & times, register for more information.

Location: Webinar

Join me as I teach 7 strategies to not only survive—but THRIVE—during the Coronavirus market meltdown! In this special event, I’ll share 2 tax planning tactics, 3 investment management strategies, and 2 planning concepts that can help you navigate the markets in these dark times.