Principles & Practical Strategies for Building a Robust Wealth Management Plan
Principles & Practical Strategies for Building a Robust Wealth Management Plan
Click here to register for this free seminar. We look forward to seeing you!
Seminar Information:
Principles & Practical Strategies for Building a Robust Wealth Management Plan
Location: PBMares LLP, 558 South Main Street, Harrisonburg, VA 22801
Date: Wednesday, May 14, 2025
Time: 11:00 am – Noon
Directions
Light refreshments will be provided.
In today’s dynamic financial landscape, achieving your long-term goals requires a strategic and personalized approach. This seminar will delve into key principles and practical strategies for building a robust wealth management plan, focusing on:
- Evidence-Based Investing: Discover how Dimensional Fund Advisors’ research-driven approach can help optimize your portfolio and enhance potential returns.
- Creating a Clear Financial Roadmap: Learn how to define your financial goals, assess your risk tolerance, and develop a customized plan aligned with your unique circumstances.
- Understanding Market Volatility: Gain insights into managing market fluctuations and maintaining a disciplined investment strategy.
- The Importance of a Trusted Partnership: Explore the benefits of working with a dedicated wealth management team that prioritizes your best interests.
- Q&A Session: Following the presentation, our experts will be available to answer your specific questions and provide personalized guidance.
Presenters:
Kurtis Johnson, CFP®, CPFA®, BFA™
Senior Wealth Advisor
PBMares Wealth Management
Kyle Eagle, CFP®, BFA™
Wealth Advisor
PBMares Wealth Management
Eric Rettig
Regional Director
Dimensional Fund Advisors
