• Home
  • FPA of GP Field Trip: Vanguard

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


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

Ready or Not, Change is Coming to our Profession...

How do you recognize the big trends and big data forces shaping the delivery of financial services, and how do you flourish?  

What services that you provide does the market and your clients most value, and what are they most likely to still value 5 years from now? 

Join us for a rare onsite visit to the Vanguard facility at Raintree and the 101 in Scottsdale, and learn firsthand how this industry leader is preparing for tomorrow's consumer needs and demands.

What will a Day in our Professional Life look like in the not so distant future?

Scottsdale Location:

$10 Registration Fee

  • 3 pm: Gather and introductions
  • 3:15 pm: Vanguard Economic Forecast
  • 4:15 pm: Vanguard Business Forecast: the move toward Financial Planning
  • 5 pm: adjourn to networking mixer
  • Visit this Vanguard Campus (a LEED rated facility)
  • Discuss Vanguard plans for their Personal Financial Advisory Services team
  • Gain an Economics Outlook insight from a chief strategist
Attendance priority given to FPA chapter members, $10 registration fee, capped attendance of 50 planners.

of Greater Phoenix

Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

Copyright (c) 2017   FPA of Greater Phoenix                                          Terms of Use     Privacy Policy