Registration is now open for the Annual Midwest Region Symposium taking place on Thursday, August 17th in Chicago. The theme, A Professional Approach: Earning Referrals and Improving Client Communication, will feature presentations and workshops by Dan Allison of Feedback Marketing, and Emily Ulrich of S&P Dow Jones. Three simulcasts are scheduled with more to be announced soon. Further details are below.
Time: 9:00 AM – 3:00 PM, CT
Location: DePaul University O’Hare Campus, 8770 W. Bryn Mawr Ave., Chicago, IL
Remote broadcast locations:
- Mindful Asset Planning, 14530 Pennock Ave, Apple Valley, MN
- Syverson Strege & Company, 4125 Westown Parkway, Suite 104, West Des Moines, IA
- Galecki Financial, 7743 W. Jefferson Blvd, Fort Wayne, IN
- Precendent Asset Management, 9100 Keystone Crossing, Indianapolis, IN
More Locations TBA
Agenda:
9:00 – 12:00 – Dan Allison, Feedback Marketing – Workshop: A Professional Approach to Earning Referrals
12:00 – 1:00 – Lunch (provided)
1:00 – 2:00 – Representative from Dimensional Funds – Effective Client Communication
2:00 – 3:00 – Emily Ulrich, S&P Dow Jones Indices – Sustainable ESG Investing