Rethinking Wealth 2018 is a full-day conference organized by a grassroots community of Christian financial service professionals.
Our goal is to encourage and disciple the financial services industry in Central Indiana, to learn, teach and model Biblical wisdom in all matters of faith and finance.
Together we'll dive into what it means to transition from a financial advisor who is a Christian to a Christian financial advisor. In other words, we'll grow together in the practices of deepening client relationships and strengthening our faith.
We invite you to join us.
On Tuesday, Septemer 25th we'll gather at College Park Church in Indianapolis from 8:30a.m. - 4:45 p.m. for our 6th Annual Rethinking Wealth event. (Registration begins at 7:30am)
Set aside this day for a chance to network with fellow Central Indiana advisors and learn from engaging speakers and breakout sessions. Your faith and your business will be strengthened.
We have an exceptional lineup of speakers including influential strategist Bob Doll.
Bob Doll is Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management. Bob manages the Large Cap Equity Series, consisting of nine strategies.
Prior to joining Nuveen Asset Management in 2012, Bob held similar roles at other large asset management firms, including serving as Chief Equity Strategist at Blackrock, President and Chief Investment Officer of Merrill Lynch Investment Managers (MLIM) and Chief Investment Officer of OppenheimerFunds, Inc. He has 35 years of portfolio management experience, received a B.S. in Accounting and a B.A. in Economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and a Chartered Financial Analyst. Bob appears regularly on CNBC, Bloomberg TV and Fox Business News discussing the economy and markets.
Also hear from Jerry Bowyer, Jay Hein, Weston Smith and Barry James.
Breakout Session Leaders:
- Todd DeKruyter - President, Family Meridian
- Dan Hardt - Founder, CFP, CKA, Dan Hardt Financial Services
- David Weir - Financial Advisor, Valic Financial Advisors
- Brent Dunn - CFP, AIF, Crosspoint Wealth Advisors
