Who should attend?
Financial professionals in the area who are interested in learning more about Dimensional and connecting in person with Dimensional speakers and peers.
Topics (Subject to Change)
- Indexing Exposed: Discovering the Hidden Costs of Indexing—Explains how Dimensional’s investment process differs from following an index, and how there are active decisions and costs associated with following an index.
- Tax-Efficient Portfolio Strategy—Covers the innovation of different investment vehicles and how they can be taken advantage of to help reduce the impact of taxes on portfolios.
FAQs
What expenses are paid by Dimensional?
Dimensional covers the cost of food and beverages at the luncheon, which averages $75 per person.
Is there a fee to attend the event?
No fees are associated with the event; however, registrants are responsible for any travel and lodging expenses.
Will you be offering continuing education credit at the event?
Yes, continuing education credits will be offered to CPA and CFP® professionals and to professionals of the Investments and Wealth Institute. Details will be provided after your registration is confirmed. In the meantime, you can also access our CE Credits On Demand.
Have a question about Dimensional Events?
Send our client support team a message or give us a call at (512) 306-4308 (financial advisors) or (512) 306-4411 (institutional investors) for more information.