2020 West Region Symposium

Join us in Santa Monica, California on Thursday, February 6th for a full day of sessions and networking with peers.

Pre-Symposium

DATE: Wednesday, February 5

TIME: 6:00 - 9:00 PM

LOCATION: TBD

DETAILS: Informal gathering – details TBA.

Symposium

DATE: Thursday, February 6

TIME: 8:30 AM – 4:30 PM

LOCATION: Dimensional Fund Advisors, 1299 Ocean Ave., Santa Monica, CA 90401

COST:

Early Bird Member: $100 / Non-Member: $125

After Early Bird: Member: $125 / Non-Member: $150

Early Bird deadline is Monday, January 6, 2020

Student: $50 with promo code (Contact Claire Brown to request)

Register Now

Full refunds will be given for cancellations made by January 23, 2020, after January 23, no refunds will be given.

Symposium registration deadline is February 4, 2020. No on-site registration will be available.

CE CREDITS: 5.5 CFP and 6.5 NAPFA CEs pending approval

Sessions/Speakers

  • CFP Code of Ethics - Melissa Kemp (counts for 2 hours Ethics Training)
  • Become a Superhuman Financial Planner: Strengthen Your ESP (Extra-Sensory Perception) by Taking a Multi-Disciplinary Approach to Financial Planning - Amy Mullen, Money Quotient
  • Certified B Corporation: The benefits of balancing purpose and profit – J.D. Bruce, CPA/PFS, President of Abacus Wealth Partners
  • Sustainable Investing – DFA
  • More to come!

Simulcasts

DATE: Thursday, February 6

LOCATIONS: TBA

COST: Early Bird Member: $60 / Non-Member: $75

Member: $75 / Non-Member: $90

Early Bird deadline is Monday, January 6, 2020.

Student: $35 with promo code (Contact Claire Brown to request)

See you in Santa Monica!

Register Here