FPA of GP Field Trip: Vanguard

$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