Registration
Principles & Practical Strategies for Building a Robust Wealth Management Plan
Please fill out the form below to register for this seminar. We look forward to seeing you!
Join PBMares Wealth Management and Dimensional Fund Advisors on Wednesday, May 14, 2025 for an informative and engaging seminar designed to empower you with the knowledge and tools needed to navigate the complexities of wealth management.
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.
Registration:
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
