On-Site Financial Planning Sessions
Please bring your Vanguard account login username, password, and cell phone to your session.
Global Headquarters
Kelli Send
December 9th, 2025 (GHQ1 Room 125)
Don’t see any sessions?
Schedule a remote financial planning session.
¡Hablo español!
Don’t see any sessions?
Schedule a remote financial planning session.
Don’t see any sessions?
Schedule a remote financial planning session.
¡Hablo español!
Have all the sessions been filled? Need more flexibility? Don’t worry! You can schedule a virtual financial planning session with one of the Francis Financial Planners year-round. Click here to view our financial planners and their available virtual sessions.

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