2022 South Region Symposium
Join us at Dimensional Fund Advisors in Charlotte, NC on Monday, February 7th for a full day of sessions and networking with peers.
Monday, Feb. 7
8:45 am - 4:00 pm
NAPFA Member: $159, Non-Member: $175
Earn 5 CFP® and NAPFA CEs
Hosted at Dimensional Fund Advisors, 1515 S. Tryon St., Charlotte, NC.
Full refunds will be given for cancellations made by January 24, 2022, after January 24, no refunds will be given.
Proof of vaccination is required to participate in all activities held at Dimensional Fund Advisors (DFA). Due to county mandates, masks are required while onsite in all common areas while not actively eating or drinking.
A block of rooms has been reserved at the Holiday Inn Express and Suites South End for $199/night.
The group rate will expire on Jan. 6, 2022, or once the room block is sold out, whichever comes first. Please contact the hotel directly at 704-496-9050 with questions.
Please contact the hotel directly at 704-496-9050 with questions.
Symposium Schedule - Monday, Feb 7
Welcome & Opening Remarks
9:00 - 10:00 am
Direct Indexing and the Next Dimension in Customized Investing
Todd Reesing – Regional Director & Vice President at Dimensional Fund Advisor
10:00 - 11:00 am
Working with Couple & Family Clients to Create a Financial Partnership
Kristy Archuleta, PhD, LMFT, CFT-I(TM), Professor in Financial Planning at University of Georgia
11:00 - 11:15 am
11:15 am - 12:30 pm
Estate Planning Strategies and Updates
James Narron, JD, Partner at Narron Wenzel, PA
Bitcoin, Crypto, Blockchain Fundamentals
Tyrone Ross, Jr., CEO of Onramp Invest
3:00 - 4:00 pm
2022 Economic Report
Laura Ullrich, PhD, Regional Economist at the Federal Reserve Bank of Richmond
Parking at Dimensional Fund Advisors
Enter the garage on West Park Avenue. Proceed straight ahead and take a ticket at the gate on your left. Go through the second gate, which will be open. Park anywhere on levels P3, P4, or P5 – use the elevator lobby entrance to reach the office lobby. Please note: levels P1 and P2 do not offer entrance to the building. All parking tickets will be validated with a chaser ticket.
Address for rideshare: 1514 Camden Road Charlotte, NC 28203 (this is different from our GPS address if you search Dimensional Fund Advisors Charlotte)