March 13, 2019 Half-Day Event at Bridgewater Place
Featuring Michael Kitces!!
“An In-Depth Look at Optimal Rebalancing
Strategies”
(1 Hour CE)
&
“Five Industry Trends Reshaping Financial Advice”
Two Additional Sessions:
John Felton with Tennessee Brokerage Agency
“LTC and Permanent Life Insurance” (1 Hour CE Pending)
Kyle Smith with Dimensional Fund Advisors
“Is Value Investing Dead?” (1 Hour CE Pending)
Agenda:
7:40-8:00 Continental Breakfast / Meet Our Partners
8:00-1:00 Educational Symposium
Location:
Bridgewater Place
205 Bridgewater Road
Knoxville, TN 37923
*Continental breakfast and buffet lunch will be served
Event Pricing:
Free for members
$50.00/person for non-members and guests
Register for this event
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