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FPA Houston NexGen Lunch Series
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FPA Houston NexGen Lunch Series

When: March 2
11:30 AM - 1:00 PM
Where: Cyclone Anaya's Mexican Kitchen
5761 Woodway Dr.
Houston, TX  77057
United States
Contact: Jennifer Pritchard

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FPA Houston NexGen Lunch Series



The Affluent Investor:  Financial behaviors and the investor's mind-set


1 CFP CE Credit

Presenter: Eric Pickens, CFP®, CIMA®, CAIA®  -  Vanguard Financial Advisor Services


Vanguard has partnered with Spectrem Group, an industry leader in capturing the voice of the affluent investor, to bring you the latest trends in the outlook and behavior of more than 9,000 mass affluent, millionaire, and ultra-high-net-worth (UHNW) respondents, as well as their attitudes about their financial advisors.



Eric Pickens is a Sales Executive for Vanguard Financial Advisor Services. He partners with RIAs, providing investment expertise and practice management solutions to the leading firms of Texas. Prior to this role, Mr. Pickens was a Client Administration Manager within Vanguard's Institutional Investor Group, accountable for the retirement plan administration of key institutional relationships. Mr. Pickens has been with Vanguard for 17 years. He has a bachelor's degree in Business and Economics from Arizona State University and holds the CFP, CIMA, and CAIA designations.



Who is NexGen?: Everyone age 36 & under who is interested in pursuing their personal & professional growth.


When: March 2, 2018 @ 11:30am


Event Fee:  Free event for FPA members / $10 fee for non-members/guests  (includes lunch and beverage)


Where: Cyclone Anaya's Mexican Kitchen - 5761 Woodway Dr. - Houston TX 77057



 Thank you to our sponsor!











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