Symmetry Partners

Thank you for coming!

PHOTOS

WEDNESDAY

THURSDAY

AGENDA

WEDNESDAY

09nov9:00 am12:00 pm9:00 am – 12:00 pm Optional Meetings with Symmetry Team Members and Office Tours

09nov12:00 pm1:00 pm12:00 pm – 1:00 pm Lunch

09nov1:00 pm1:45 pm1:00 pm – 1:45 pm Symmetry & The Future of Advice

09nov1:45 pm2:45 pm1:45 pm – 2:45 pm Symmetry Research – New Insights & Initiatives

09nov2:45 pm3:00 pm2:45 pm – 3:00 pm Break

09nov3:00 pm4:30 pm3:00 pm – 4:30 pm 60/40 and Beyond: Axiom, Tax Alpha Program, Dynamic Risk Management

09nov4:30 pm5:30 pm4:30 pm – 5:30 pm Growing Your Business Today

09nov5:30 pm7:30 pm5:30 pm – 7:30 pm Reception & Dinner Sponsored by Dimensional Fund Advisors

THURSDAY

10nov8:00 am8:30 am8:00 am – 8:30 am Breakfast

10nov8:30 am9:30 am8:30 am – 9:30 am Money Manager Insights

10nov9:30 am10:30 am9:30 am – 10:30 am Taxes & Your Practice Panel

10nov10:30 am10:45 am10:30 am – 10:45 am Break

10nov10:45 am11:45 am10:45 am – 11:45 am Keynote Presentation – Closing The CX Gap

10nov11:45 am12:45 pm11:45 am – 12:45 pm Morning Wrap-Up

10nov12:00 pm2:00 pm12:00 pm – 2:00 pm Lunch & Solutions Fair

10nov2:00 pm3:15 pm2:00 pm – 3:15 pm Creating Your 2023 Growth Plan

10nov3:15 pm3:30 pm3:15 pm – 3:30 pm Break

10nov3:30 pm4:30 pm3:30 pm – 4:30 pm Building a More Referable Business

10nov4:30 pm7:30 pm4:30 pm – 7:30 pm Reception & DinnerSponsored by AQR Capital Management