Stocktoberfest

601 Pine Cone Road North,Sartell MN 56377

04 October, 2022

Description

AIS Planning's annual client event returns! Stocktoberfest is sure to delight, entertain, and indulge with a German-themed array of food and beverages. In addition to minging and meeting the growing AIS Planning team, we are thrilled to announce our dinner speaker as an industry-leading expert who works globally with communities of financial advisors to deliver outstanding client experiences. Kahne Krause, Head of Client Communities and Vice President of Dimensional Fund Advisors will be sharing her depth and breadth of knowledge with us regarding the differences in approaching financial planning and wealth management in men and women. Her expertise in tandem with her approachability will make for a night you won't want to miss. Guests are welcomed and encouraged! Space is limited so please RSVP in one of three ways.Use the orange "Register" button,Call our office at (320) 252-6552 orEmail us at [email protected] Speaker Bio | Kahne KrauseHead of Client Communities and Vice President | Dimensional Fund AdvisorsAs Head of Client Communities and Vice President, Kahne Krause oversees more than 50 groups and forums ranging from traditional advisor study groups to executive forums and specialized groups focused on common interests – such as Women & Wealth and Sustainable Investing. Dimensional communities provide a place for clients to have trusted conversations, build on their expertise, share ideas and learn from each other. Kahne has been at Dimensional for 15 years. In that time, she has also worked closely with independent advisors to address their most significant issues - from developing investment solutions to addressing practice management needs to working through strategic business initiatives. Prior to joining Dimensional in 2007, Kahne was a principal audio/video engineer at Walt Disney Imagineering, where she worked on the design and installation of theme park attractions at Disney parks worldwide. Kahne holds an MBA from the Anderson School of Management at UCLA and a bachelor's degree in aeronautical and astronautical engineering from Purdue University. She is a CFA® charterholder.