Join us at the Louis Benton Steakhouse in Grand Rapids on October 29, 2013 for a Lunch and Learn. J Elder, CFA, Regional Director of Dimensional Fund Advisors will present “Fixed Income in a Rising Rate Environment”. During this presentation, our speaker will discuss 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.
When: Tuesday, October 29, 2013
Time: 11:30 am to 1:00 pm (includes lunch)
Location: Louis Benton Steakhouse in Grand Rapids
Cost: $20 FPA Members/First Time Guests and $30 for Non-FPA Members
This program has been approved for
1.5 CFP® CE’s and is pending for 1.5 CIMA CE’s.
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.