Women & Finance Knowledge Circle

    May 09, 2018
    1:30 PM - 4:00 PM

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    Great Lakes Culinary Institute
    24101 W. Nine Mile Road
    Southfield, MI 48033

    Calling all women ...

    Women & Finance Knowledge Circle presents
    "Advisor's Alpha" - Articulating Value as a Financial Advisor
    presented by Sara Jackson of Vanguard


    Date:  Wednesday, May 9th

    Location:  Great Lakes Culinary Center
    24101 W. Nine Mile Road, Southfield, MI

    Registration/Networking:  1:30 pm
    Presentation/Roundtable Discussion:  2:00 pm to 4:00 pm

    Cost:  $15 FPA Members/$20 Non-FPA Members 

    About the Presentation:  The Vanguard Advisor’s Alpha concept outlines how advisors can add value, or alpha, by providing relationship-oriented services – such as cogent wealth management via financial planning, behavioral coaching, and guidance – as a primary objective of the value proposition. 

    Thank you to our Event Sponsor

    Sara Jackson of



    $15.00 FPA Member

    $20.00 FPA Non Member