Join us on Thursday, May 25th for a Chapter Meeting sponsored by Vanguard!

11:30am – 1:30pm
Skyviews Restaurant

We invite you to join us for our chapter meeting this month, where Eric Pickens will be presenting on “Putting a Value on Your Value: Vanguard’s Advisor Alpha” (CFP^® CE). Mr. Pickens is a Sales Executive for Vanguard Financial Advisor Services, where he provides investment expertise and practice management solutions to leading RIAs throughout Texas. His presentation will discuss ways for advisors to add value through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.

This month’s chapter meeting will be a great opportunity to network with fellow financial planning practitioners while enjoying lunch and earning CFP^® CE credit! We hope that you will join us.

Please RSVP to Anne Bednarz if you plan to attend the meeting.

Cost
Members – $15 before the meeting; $20 at the door.
Non-members – $25

If you are a chapter member and would like to pre-pay to save $5 for the lunch and meeting, you may do so using the form below.