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

Aug 11, 2021

5:00 pm - 6:30 pm

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.

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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

The Haverford Trust Company

 

The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 45 years in a finance industry dominated by giants through our passion and adaptability. We have traditional and alternative asset portfolio offerings, OCIO solutions for institutional and ultra-high net worth clients, and experienced client support teams to ensure a robust client experience.  Read more …..

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