2018 Annual Wealth Management Symposium

 

The Gensler Group Wealth Management Symposium series presents:

 

2018 Economic & Market Outlook

John Lynch, Chief Investment Strategist LPL Financial

 

Special guest:

Women & Money

Kahne Krause, Regional Director, Dimensional Fund Advisors

  

Tuesday, February 27th

10 a.m. - 12:30 p.m.

Winn Room, Coronado Library

640 Orange Ave, Coronado, CA  92118

(A light lunch will be served.)

 

Click here to R.S.V.P.

 

 

John Lynch, Chief Investment Strategist, LPL Financial

John Lynch leads market and economic research for LPL’s research team and is responsible for the firm’s strategic and tactical advice. He oversees the ASK Research team of analysts who provide insight and information on research related questions from advisors. John has been featured in various media outlets, including CNBC, Bloomberg News, Barron’s Magazine and The Wall Street Journal. He holds a BA from Villanova University and a MBA in Finance degree from The College of William and Mary. 

 

 

 

Kahne Krause, Regional Director, Dimensional Fund Advisors

Kahne Krause works closely with financial advisors addressing a wide array of issues, including portfolio design, client communication, and advisory best practices. Prior to joining Dimensional, Kahne was a principal audio/video engineer at Walt Disney Imagineering, where she worked on the design and installation of theme park attractions at Disney parks worldwide.  Kahne holds an MBA from the Anderson School of Management at UCLA and a bachelor's degree in aeronautical and astronautical engineering from Purdue University.

 

 

 

The financial advisors of The Gensler Group are registered with, and securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through The Gensler Group, A Registered Investment Advisor and seperate entity from LPL Financial. Kahne Krause and Dimensional Fund Advisors are not affiliated with LPL or The Gensler Group.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  Investing involves risks including possible loss of principal. This event is free and open to the public.

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