We are excited to announce our first in-person meeting of the year scheduled for:

Tuesday, August 24th at 11:45 a.m. to 2:15 p.m.

at Ruth's Chris Steak House

With speakers:

Jan Schmidt of Schmidt Insurance Services 

Topic: Medicare: The Best Part of Getting Old!!!

&

Vadim Gorin, CFA of Avantis Investors

Topic: Comparing & Contrasting Mutual Funds & ETFs

For Members:

• Earlybird registration deadline is August 17th. Cost is $20 per person.
• Late registration deadline is August 20th. Cost is $30 per person.

For Non-Members: $50 per person by August 20th.

Details:
2 CE Pending

Bio:

Jan Schmidt, LUTCF
Owner, Schmidt Insurance Services

Jan Schmidt is an Independent Insurance Broker and co- owner of Schmidt Insurance Services with her son Brandon. Jan is licensed in California, Nevada, Tennessee and Colorado. She is a Central Valley native that has worked in the insurance industry for over 40 years. She is certified as a Life Underwriter Training Council Fellow and specializes in Medicare and Employee Benefits.

A graduate from Fresno State, Jan is currently serving on the Board of Directors for Comprehensive Youth Services, and has served on the Fresno City Planning Commission, Fresno County Grand Jury and is a Certified Master Gardner.

In her spare time Jan enjoys gardening, travel and spending time with her sons Chad, Brandon and his wife Sheri.

Vadim Gorin, CFA

Vadim is a vice president, relationship director and investment specialist at Avantis Investors®. Prior to Avantis Investors' establishment in 2019, Vadim served as vice president and regional director at Dimensional Fund Advisors (DFA). In this role, Vadim managed firm relationships with California-based RIA firms and family offices, developed new client relationships with RIAs and co-led sales efforts of ESG funds. Prior to that, he was a member of the Research department where he was responsible for supporting the management of separately managed accounts and researching equity reconstruction effects, portfolio vs. benchmark tracking errors and accounting rule changes on book equity values of U.S. firms.

Vadim earned a master of business administration with concentrations in analytic finance and entrepreneurship from the University of Chicago Booth School of Business, and a bachelor of arts in applied mathematics with a concentration in econometrics and a minor in business administration from the University of California, Berkeley. He is a CFA Charterholder and holds Series 7 and 63 licenses.