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Upcoming Events


March 13, 2019 Half-Day Event at Bridgewater Place

Featuring Michael Kitces!!

 

 

 “An In-Depth Look aOptimal 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

 

 


Our Partners

 

 

manningnapier

 

 

Weitz150x150

 

 

 

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