On Thursday, November 21, FCS New York will stage a Spotlight Luncheon at the New York Yacht Club, featuring our guest of honor Sid Ratna, Chief Marketing Officer, Financial Advisor Services, at Vanguard.
Vanguard’s Financial Advisor Services (FAS) primarily caters to financial advisors, registered investment advisors (RIAs), and institutions. The division’s goal is to empower financial advisors with the products, tools, and support needed to serve their clients effectively while adhering to a philosophy of low-cost investing and fiduciary responsibility.
In gratitude to Sid, the FCS will make a $1,000 donation to the children’s charity of his choice.
Please note our luncheon format:
- Doors open at 12:00 noon for Registration and Networking.
- At 12:15, guests will be invited to take their seats. Plated entrees will be served.
- Welcome remarks by FCS CEO Kevin Windorf.
- At 12:45, our program will begin, featuring Sid Ratna, followed by audience Q&A.
- At the conclusion (1:15-1:20), guests will be invited to the South End of the Model Room for coffee, dessert and Networking.
- Departures no later than 2:00pm.
