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A Practical Approach to Low-Cost Investing

Upcoming Engagements

September 12, 2015

Location:  Charlotte, NC 
Rick will be giving a presentation titled “A Case for Index Fund Portfolios” based on a white paper he co-authored with Alex Benke, CFP®, Betterment.

September 29, 2015

Location: Chicago, Illinois
September 29 - October 1, 2015

Rick will be on a panel discussing the latest trends in exchange-traded funds

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October 14, 2015

Location: Philadelphia, PA
October 14-16, 2015

Rick will be on a panel discussing passive investing strategies


November 4, 2015

Location: Birmingham, AL
Nov 4-7, 2015

Rick's presentation covers portfolio construction.

If you would like to learn more about this event, ...

November 7, 2015

Location: Las Vegas Nevada
Nov 7-9, 2015

Rick will be speaking on low-cost passive investment strategies

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December 6, 2015

Location: Scottsdale, AZ
Dec 6-8, 2015

Rick will be on a panel discussing passive investing strategies

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January 24, 2016

 Location: Hollywood, FL
 Jan 24-27, 2016

Rick will be on a panel discussion of exchange-trade funds

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April 19, 2016

Location: Minneapolis, MN 
Rick will be giving a presentation titled “Portfolio Construction Explained”

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