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Contact

Mary Medonis 
FPA of Michigan 
248-330-7757 
 

When

Tuesday, October 29, 2013
from 11:30 AM to 1:00 PM

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Where

Louis Benton Steakhouse 
35 Ionia Avenue NW
Grand Rapids, MI 49503
Website:  http://www.louisbenton.com
Tel:  616.454.7455 

 
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Lunch and Learn Grand Rapids - October 29, 2013 


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.

PLEASE CLICK BELOW ON "REGISTER NOW"
TO REGISTER FOR THIS EVENT

Questions:

Contact Mary at 248.446.8909 or admin@fpami.com.