Venue
L.V. Eberhard Center (EC)
L.V. Eberhard Center (EC), 301 Fulton St W, Grand Rapids, MI 49504, USA

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Event Date Thu May 14 EDT (over 1 year ago)
Location L.V. Eberhard Center (EC)
301 Fulton St W, Grand Rapids, MI 49504, USA
Region Americas
Details

The goal of the Symposium is to help professionals advance their careers in the financial planning profession by providing insight into current trends, advanced educational sessions and professional development. Participants will benefit from networking opportunities with other professionals and from our Partners showcasing and sharing the very latest in financial services, technology and products.

Speakers

2020 Speakers

Lucas Kraft
Vice President - Midwest, CION Securities, LLC

Michael Kitces
Partner and the Director of Wealth Management, Pinnacle Advisory Group

Janelle Haggadone, JD
Associate, Varnum

Mike Brown
Partner and Managing Director, Charter Capital Partners

Mike Palm
Director, Charter Capital Partners

Christopher Cavanagh, CIMA
Vanguard Financial Advisor Services

Chad Ramberg
President, Box Professional Insurance

Erica Jennewine, CAPA, CPRM
AVP, Michigan Personal Lines Manager, Chub

Steven Zimmerman
Regional Investment Consultant - Central Valley, Thrivent Mutual Funds

Adam Minsky, JD
Law Office of Adam S. Minsky

Ken Chambers, CFA
Senior Vice President and Strategist, PIMCO

PANELISTS:

James Carpenter
CAP, VP/Charitable Planning Consultant, FMR

Jamie Kuiper
President of National Christian Foundation, West Michigan

Marilyn Zack
Grand Rapids Community Foundation

MODERATOR:

Jeffery Nauta
CFA, CFP, CAIA, Henrickson Nauta Wealth Advisors

Sponsors & Partners

2020 Partner

2020 Partners

GOLD PARTNERS:
• Carrico Maldegen Insurance Agency
• CION Investment
• Hines Securities
• J.P. Morgan
• Longbridge Financial LLC
• PIMCO
• Producer Choice Network
• Small Business Association of Michigan
• Ameritrade Institutional
• Thrivent Mutual Funds
• Vanguard

SILVER PARTNERS
• Charles Schwab
• Cincinnati Insurance Companies
• First Trust
• Lord Abbett
• Nuveen
• Oxford Bank
• Sector SPDR
• Sigma Finacial Corporation
• Sit Investment Associates
• William Blair