BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20250514T150000Z DTEND:20250514T160000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Principles & Practical Strategies for Building a Robust Wealth Management Plan DESCRIPTION:Principles & Practical Strategies for Building a Robust Wealth Management Plan\n\n\nJoin PBMares Wealth Management and Dimensional Fund Advisors on Wednesday\, May 14\, 2025 for an informative and engaging seminar designed to empower you with the knowledge and tools needed to navigate the complexities of wealth management.\n\n\nClick here to register for this free seminar. We look forward to seeing you!\n\nSeminar Information:\n\nPrinciples & Practical Strategies for Building a Robust Wealth Management Plan\n\nLocation: PBMares LLP\, 558 South Main Street\, Harrisonburg\, VA 22801\n\nDate: Wednesday\, May 14\, 2025\n\nTime: 11:00 am Noon\n\nDirections\n\nLight refreshments will be provided.\n\nREGISTER HERE\n\nIn today's dynamic financial landscape\, achieving your long-term goals requires a strategic and personalized approach. This seminar will delve into key principles and practical strategies for building a robust wealth management plan\, focusing on:\n\n\n\n Evidence-Based Investing: Discover how Dimensional Fund Advisors' research-driven approach can help optimize your portfolio and enhance potential returns.\n Creating a Clear Financial Roadmap: Learn how to define your financial goals\, assess your risk tolerance\, and develop a customized plan aligned with your unique circumstances.\n Understanding Market Volatility: Gain insights into managing market fluctuations and maintaining a disciplined investment strategy.\n The Importance of a Trusted Partnership: Explore the benefits of working with a dedicated wealth management team that prioritizes your best interests.\n Q&A Session: Following the presentation\, our experts will be available to answer your specific questions and provide personalized guidance.\n\n\n\n\nPresenters:\n\nKurtis Johnson\, CFP \, CPFA \, BFA \n\nSenior Wealth Advisor\n\nPBMares Wealth Management\n\nKyle Eagle\, CFP \, BFA \n\nWealth Advisor\n\nPBMares Wealth Management\n\nEric Rettig\n\nRegional Director\n\nDimensional Fund Advisors X-ALT-DESC;FMTTYPE=text/html:
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Principles &\; Practical Strategies for Building a Robust Wealth Management Plan

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Join PBMares Wealth Management and \;Dimensional Fund Advisors \;on Wednesday\, May 14\, 2025 for an informative and engaging seminar designed to empower you with the knowledge and tools needed to navigate the complexities of wealth management.
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Click here to register for this free seminar. We look forward to seeing you!

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Seminar Information:

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Principles &\; Practical Strategies for Building a Robust Wealth Management Plan
\nLocation: \;PBMares LLP\, 558 South Main Street\, Harrisonburg\, VA 22801
\nDate: \;Wednesday\, May 14\, 2025
\nTime: \;11:00 am &ndash\; Noon
\nDirections
\nLight refreshments will be provided.

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REGISTER HERE

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In today&rsquo\;s dynamic financial landscape\, achieving your long-term goals requires a strategic and personalized approach. This seminar will delve into key principles and practical strategies for building a robust wealth management plan\, focusing on:

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Presenters:

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Kurtis Johnson\, CFP®\;\, CPFA®\;\, BFA&trade\;
\nSenior Wealth Advisor
\nPBMares Wealth Management

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Kyle Eagle\, CFP®\;\, BFA&trade\;
\nWealth Advisor
\nPBMares Wealth Management

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Eric Rettig
\nRegional Director
\nDimensional Fund Advisors

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\n LOCATION:PBMares LLP\, 558 South Main Street\, Harrisonburg\, VA 22801 UID:e.2338.15226 SEQUENCE:3 DTSTAMP:20260512T105501Z URL:https://chamber.hrchamber.org/events/details/principles-practical-strategies-for-building-a-robust-wealth-management-plan-15226 END:VEVENT END:VCALENDAR