When

Friday, September 13, 2019 from 7:30 AM to 10:00 AM PDT
Add to Calendar 

Where

Rancho Cordova City Hall 
2729 Prospect Park Drive
Rancho Cordova, CA 95670
 

 
Driving Directions 

Agenda 

7:30 am

Registration & Networking

 

8:10 am 

Welcome, Breakfast, Chapter and Sponsor Acknowledgements

 

8:30 am

Presentation Begins 

 

9:30 am 

Q & A / Presentation Ends

 

9:35 am 

Raffle & Closing Remarks


Follow Us
Like us on Facebook View our profile on LinkedIn
   
 Topic:   
Managing Client Expectations

Speaker(s):
 

Bridget Harkins, CFP, Regional Director
Dimensional Fund Advisors 

_____________________________

Description:

This presentation focuses mainly on two of the CFP Board's Principal Topics, one being investment planning and the other interpersonal communication. The goal is to help advisors create a more informed client base which allows for higher levels of adherence to financial and investment planning over the long-term. The framework centers on the concept that clients have a mental anchor to the “market” and continuously compare their own results to it. Lengthening a client’s perspective can help alleviate the anxiety induced by shorter periods of dispersion between the two. The presentation employs a proxy for both a hypothetical globally diversified “portfolio” and a domestic, cap-weighted benchmark for the “market,” and proceeds to highlight their long-term comparisons in a variety of ways. These specific comparisons provide the advisor audience with tools they can employ into their own narratives that support their long-term investment planning and interpersonal communication efforts.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.

Bring a Guest and Win Big!
We are always looking to grow our membership and one way to do this is to invite potential members to the meetings. We would like to encourage you to bring a guest to the meeting to learn about the chapter and meet our awesome members. You will be entered into a separate raffle for the possibility to win a $25 gift card! Together, we can expand our current network!


___________________________________
About the Speaker(s): 

Bridget Harkins, CFP, Regional Director
Dimensional Fund Advisors

Bridget Harkins is a Regional Director in Dimensional's Santa Monica office, working closely with financial advisors in Northern California. In her role, she educates advisors on capital markets research, assists in communicating investment concepts, and consults on business development and practice management. Additionally, she is involved in Dimensional’s Women in Wealth Initiative, committed to exploring how we can help advisors offer women a better investment experience. A CFP certificant, she has a BA in economics with a minor in public policy from the University of California, Berkeley, and holds her private pilot’s license. 

 

 

Thank You to Our Meeting Sponsor!