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:

  1. Mindful Asset Planning, 14530 Pennock Ave, Apple Valley, MN
  2. Syverson Strege & Company, 4125 Westown Parkway, Suite 104, West Des Moines, IA
  3. Galecki Financial, 7743 W. Jefferson Blvd, Fort Wayne, IN
  4. Precendent Asset Management, 9100 Keystone Crossing, Indianapolis, IN

More Locations TBA


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