Schwab 2017 Solutions Conference
In August, Amanda attended the Schwab 2017 Solutions Conference in NYC. She spent some time with our wonderful Schwab client service team and learned about new Schwab technology updates to better serve our clients.
Dimensional Fund Advisors investments conference
In March, Paul and Amanda attended the Dimensional Fund Advisors investments conference in Atlanta, GA and spent two days taking a deeper dive into DFA’s investment strategy and portfolio management.