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Upcoming Events

Maximizing Your Wealth & Decreasing the Amount You Pay in Taxes

Tuesday, March 27, 2018

Maximizing Your Wealth & Decreasing the Amount You Pay in Taxes

The Power of the Purse Women's Event

To learn more and be added to the invitation list, please email us at: conversations@thecogentadvisor.com

Thursday, March 29, 2018

Tuesday, April 17, 2018




Previous Events

Spend-Down Strategy for Retirement

5 Things Smart Investors Know About Their Portfolio by Michael Evans and Kelly Stanley

Weston Wellington, Vice President, Dimensional Fund Advisors on Redefining Investment Advice
January 2018

November 2017


August 2017

Larry Swedroe, Director of Research, The BAM Alliance on Alternative to the AlternativesMay 2017
Manisha Thakor, Director of Wealth Strategies for Women, The BAM Alliance on Finding Your Financial Calm and ConfidenceNovember 2016
Dr. Marlena Lee, Head of Investment Research, Dimensional Fund Advisors, a Cogent Conversation Dinner Discussing Concerns about InvestingMay 2016
Larry Swedroe, Director of Research, The BAM Alliance on In Search of AlphaMay 2016