Leverage Vanguard’s Advisors Alpha to grow your business with the next generation: An "interactive and open forum discussion".
Join our Platinum Partners, Chris Cavanagh and Njeri Kimani from Vanguard as they lead us in an open forum discussion on how to utilize a holistic planning process to strengthen relationships with you and their heirs.
Details:
Thursday, October 14th ▪ 10:30 am to 12:00 pm
FPA Members: Complimentary
Non-FPA Members: $10.00
Virtual through Zoom
ADVANCED REGISTRATION REQUIRED ... registration is limited!
Key take-aways covered during the Roundtable will include:
- Understand how advisors add value with Vanguard’s Advisors Alpha approach
- Deepen client relationships and forge new ones with their children and grandchildren
- Learn about Vanguard’s new wealth transfer planning tools for advisors
- Gain access to our Wealth Transfer website which includes: financial education assessments, checklists, family meeting guides and more
Questions? Contact Mary at info@fpami.com or (248) 330-7757.
