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Philadelphia Estate Planning Council

Event Details

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  • September 2018 Luncheon Program

September 2018 Luncheon Program

  • Tuesday, September 18, 2018
  • 11:45 AM - 1:45 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102


(depends on selected options)

Base fee:

"The Shifting Advice Landscape (and how to succeed in it)"

In a world where consumers can order transportation, movies, and even groceries online, how will they choose to receive financial advice? And what will those preferences mean for the individuals and traditional financial companies who wish to provide that advice? Bill McNabb, chairman and former CEO of the Vanguard Group, will show attendees how dramatically the landscape of financial advice has transformed in just a few decades. From modes of delivery to models of compensation, he will explain why firms that provide planning and advice can’t afford to stand still. Most importantly, he will share Vanguard’s perspective on how financial advice professionals can best position themselves for the future.

F. William McNabb III is chairman of Vanguard. He joined Vanguard in 1986. In 2008, he became chief executive officer; in 2010, he became chairman of the board of directors and the board of trustees. He stepped down as chief executive officer at the end of 2017. Earlier in his career, he led each of Vanguard’s client-facing business divisions.

Mr. McNabb is active in the investment management industry and serves as the vice-chairman of the Investment Company Institute’s board of governors; he was chairman from 2013-2016. He is chairman of board of the Zoological Society of Philadelphia and serves on the Wharton Leadership Advisory Board and the Dartmouth Athletic Advisory Board. He is also a board member of UnitedHealth Group, a board member of CECP: The CEO Force for Good, and a member of the Philadelphia School Partnership.

Mr. McNabb earned an A.B. at Dartmouth College and an M.B.A. at The Wharton School of the University of Pennsylvania.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered. 

Click here to download a printable registration form.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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