Vanguard Personalized Indexing
Registration
About Event
Join us as we learn more about Vanguard Personalized Indexing. In this session, Benjamin Wooden, CFA, CIMA® will cover the following topics:
Review of tools/resources (social security estimator, Roth conversion tool, hindsight tool)
Discussion on Vanguard Personalized Indexing
Quick update on Vanguard’s economic and market outlook
Recent portfolio construction trends including RIA models and our own dynamic model portfolios