FIXED INCOME IN A RISING RATE ENVIRONMENT
Presented by Joel Elder, Regional Director of Dimensional Fund Advisors
When: Tuesday, October 29, 2013
Time: 11:30 am to 1:00 pm (lunch included)
Location: Louis Benton Steakhouse in Grand Rapids
Cost: $20 for FPA Members/First-Time Guests and $30 Non FPA Members
This program has been approved for 1.5 CFP® CE's and pending for 1.5 CIMA CE's
About the Program: Please join us for a discussion of the current interest rate environment including a case study, approaches to managing fixed income in a rising rate environment, and a discussion of other yield-orientated investments.
About the Speaker: As a regional director for Financial Advisor Services, Joel "J" Elder educates prospective advisors on Dimensional's investment philosophy and relationship with fee-only advisory practices. Prior to joining Dimensional, J spent five years as a retail buyer for the May Company. A CFA Charterholder, J earned his MBA from the McCombs School of Business at the University of Texas, Austin, and a BBA in marketing and BS in psychology from the College of William and Mary.
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