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Home
ABOUT
Our Mission
Message from the Chairman
Chamber Staff & Board of Directors
Board Info
What We Do
Frequently Asked Questions
Press Room
Orange Ave
MEMBERSHIP
Member Benefits
Costs & Online Registration
What Members Are Saying
Coronado Ribbon Cuttings
Business Directory
Member Login
Events
EVENTS CALENDAR
Submit An Event
Networking Mixers
Military Ball
Celebrate Coronado! Community Awards
Holiday Parade
BUSINESS DIRECTORY
Resources
Resources
Employment Links
About Coronado
Demographics
Live
Work
Visit
Coronado Weddings
Shop at the Chamber
The Gensler Group Wealth Management Symposium
The Gensler Group Wealth Management Symposium
. Please Note --> This is a Past Event!! .
Date:
1/17/2012
Time:
10:00 AM TO 12:30 PM
640 Orange Ave
Coronado, CA 92118
Phone:
619-554-1300
Event Description:
Wealth Management Symposium Redefining Investment Advice Weston J. Wellington, Vice President Dimensional Fund Advisors Tuesday, January 17, 2012 10:00 a.m. – 12:30 p.m. Winn Room, Coronado Library (A light lunch will be served.) •Why should you expect your eight-year old daughter to pick stocks as well as a top Wall Street analyst? •Why is it likely that above-average companies will exhibit below average investment returns? •To an overwhelming degree, three simple factors explain why one diversified portfolio behaves differently from another. What are they? •Why did a psychology professor who never took a finance course receive the Nobel Prize in Economics? Weston J. Wellington will explain why these puzzles are no mystery and why investors owe it to themselves to understand the simple but powerful forces shaping the behavior of capital markets the world over. Weston is one of the most engaging and enlightening speakers on financial markets and has spoken to audiences throughout the United States, Canada, Europe and New Zealand. Friends are encouraged to join us. For more information, contact Jadi at (619) 554-1300 or jadi@genslergroup.com. “Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through The Gensler Group, a Registered Investment Advisor and separate entity from LPL Financial.” This event is free and open to the public.
Directions:
Coronado Library Winn Room
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EVENT SPONSORS
The Gensler Group
The Gensler Group is a thriving boutique investment management and financial planning firm serving successful families and business owners. Through objective, sound financial advice, The Gensler Group helps build client dreams,preserve the present and protect the future. Founded in 1995, the firm has been profiled in respected publications and media such as Fox News, Business Week, San Diego Tribune, San Diego Magazine and Wealth Manger Magazine and Coronado Eagle & Journal.
LINKS
Related Website:
http://www.genslergroup.com
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