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.

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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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