About the Speaker:

John Resnick – VP, Advisor Development, Efficient Advisors, LLC

An unofficial member in the “road warrior” club, John travels the country helping independent Advisors optimize and implement evidence-based wealth management and retirement plan solutions for their clients. His investment industry tenure spans back to 1994 when he was initially Series 7 and 63 Securities licensed. Since then, he has passed the Series 65 exam and obtained the Certified Fund Specialist [CFS®] and Accredited Asset Management Specialist [AAMS] designations. He’s currently a Vice President and tenured Investment Committee Member with Efficient Advisors, LLC – an SEC RIA managing and advising over $2.9 billion in assets. Outside of work, John enjoys cooking and high-performance driving events.

• Is successful investing simpler than you think?

• How can one invest to achieve confidence for success?

• What does the data suggest about where returns come from most consistently?

Join us on Tuesday, March 25th at 4:00 PM with Guest Speaker John Resnick to take a look at these questions.