FPA of GP Field Trip: Vanguard

  • Wednesday, July 26, 2017
  • 3:00 PM - 5:00 PM
  • Vanguard Facility in Scottsdale, 14321 N Northsight Blvd, Scottsdale, AZ 85260

Registration

  • Field Trips with limited space/access are extended first to chapter members and partners, then to additional financial professionals.



$10 Registration Fee for FPAGP Members

$20 for non members

Capacity: 50

Approved for 2 hours CFP(R) CE credit


What will a day in our professional life look like in the not so distant future?


What are the big trends and big data forces shaping the delivery of financial services? 


We'll tackle 2:  

Active vs: Passive Portfolio design and  evolving delivery models for financial planning services.   


What financial services does the consuming public most value presently, and what are they most likely to value 5 years from now? 


This conversation may help your practice flourish!

  • 2:30 pm: Arrive, Park, Register
  • 2:45 pm: Welcome, Kick Off Remarks, Presenter Intro
  • 3:00 pm: Brian Scott, Senior Strategist: Vanguard's Approach to the Active or Passive Investment Question in Portfolio Management and Design
  • 4:00 pm: Vanguard Professional Services Group:  Where do they see the market for professional financial advisory services going
  • 5 pm: Closing Remarks
  • 5:15 pm: Onsite networking mixer
  • 6:00 pm: Adjourn

FPA of Greater Phoenix

c/o Premium Organization

PO Box 4130, Scottsdale AZ 85261

Email Us: info@fpaofphoenix.org


Office Hours:

Mon-Thurs: 9:00AM - 5:00PM

Fri: 9:00AM - 1:00PM

Phone: 480-483-9035

Fax: 480-922-5283



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