2020 West Region Symposium
Dimensional Fund Advisors - Santa Monica, CA
February 6, 2020

Thursday, February 6

8:30 am - Welcome

8:35 am - 9:35 am

Equity Portfolio Management: The Sustainability Opportunity
Patrick Brown, Dimensional Fund Advisors

9:30 am - 10:30 am

Cybersecurity 2020

Chris Candela, Charles Schwab

Become a Superhuman Financial Planner: Strengthen Your ESP (Extra-Sensory Perception) by Taking a Multi-disciplinary Approach to Financial Planning
Amy Mullen, Money Quotient

Structured Networking Lunch
Amy Mullen, Money Quotient

Certified B Corporation: The Benefits of Balancing Purpose and Profit
J.D. Bruce, Abacus Wealth Partners
Chuck White, Beneficial State Bank

Break

2:15 pm - 4:30 pm

Pragmatic Walk Through the Ethical Looking Class (CFP Ethics)
Melissa Kemp, Premium Administration, LLC