Q&A: Wealth Planning Considerations and Lessons Learned from Covid

Aug 11, 2021

5:00 pm - 6:30 pm

WIN Zoom

Join WIN for a Q&A with Maria Bruno, Vanguard Head of US Wealth Planning Research.  Ms. Bruno will discuss wealth planning considerations for professionals and lessons learned from the impact of the pandemic.

Maria  leads a team responsible for conducting research and analysis on a wide range of retirement, wealth planning, and portfolio construction topics. In this role, I also contribute to the oversight of the investment philosophy, methodology, and wealth management strategies supporting Vanguard’s advisory products and services.

Click here for speaker bios

All registered received a Zoom calendar invite.  Contact administrator with any issues.

Registration for this event closes at 12 pm on Wednesday, August 11.
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This Month's Feature Sponsor

Janney Montgomery Scott

 

Janney Montgomery Scott is a leading wealth management firm with a nearly 200-year history of helping individuals, families, businesses, and institutions pursue their financial goals. Our mission is to empower lives through financial advice, providing personalized guidance and comprehensive capabilities to help clients navigate their financial lives with confidence.   Read more …..

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