Retirement [re]Imagined

At this 2-day event, you’ll gain key insights and actionable strategies from leaders across both Loring Ward and BAM.

This year’s theme, Retirement [re]Imagined, will center around the 10,000 boomers retiring each day. You’ll learn from professionals across the financial planning spectrum on how to deliver a better wealth experience across investment, planning, tax, and estate topics. Equally valuable is the opportunity for advisors to connect and network with peers and share ideas.

General Sessions, Workshops, and Breakouts will include:

•  Designing a Client Centric Experience around Retirement Transitions
•  Growth opportunities through delivering a better wealth experience
•  Perspectives from Retirees on what really matters
•  A range of topics from retirement tax tactics to fixed income and small business owner financial strategies

Event Locations

These regionally-based conferences will deliver actionable insights and best practices for running a more impactful and client-centric business. You can choose from one of two Advanced Symposium locations:

Advanced Symposium Austin

Austin, TX | July 29-31, 2019

Dimensional Fund Advisors
6300 Bee Cave Rd
Austin, TX 78746

Register Now  

Advanced Symposium Charlotte

Charlotte, NC | November 10-13, 2019

The Westin Charlotte Hotel
601 S College Street
Charlotte, NC 28202

Register Now