LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
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LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
Fellow Bogleheads,
The John C. Bogle Center for Financial Literacy is pleased to present the next event in the Bogleheads® Speaker Series!
Saturday, May 8, 2021, 1 p.m. eastern time: A conversation with Christine Benz and Kara Beth Vance on smart planning at every life stage.
Morningstar director of personal finance Christine Benz and hourly fee-only financial planner Kara Beth Vance of Timothy Financial will discuss some of the key financial planning and investing considerations at various life stages. In this conversation, they'll share tips for people just starting out in their financial lives, retirees, and everyone in between.
Please note that the first and last name entered during registration will be displayed for those who participate in the live chat during the event. Feel free to use an alias if you aren’t comfortable with having your name displayed in the chat.
The Bogleheads® Speaker Series is provided free of charge. Please consider a tax-deductible contribution to the Bogle Center to help offset our costs and continue with this and other educational programs. The event will be recorded and posted to the Bogle Center’s website.
Stay tuned for announcements of future speakers.
The Bogle Center Board
Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.
The John C. Bogle Center for Financial Literacy is pleased to present the next event in the Bogleheads® Speaker Series!
Saturday, May 8, 2021, 1 p.m. eastern time: A conversation with Christine Benz and Kara Beth Vance on smart planning at every life stage.
Morningstar director of personal finance Christine Benz and hourly fee-only financial planner Kara Beth Vance of Timothy Financial will discuss some of the key financial planning and investing considerations at various life stages. In this conversation, they'll share tips for people just starting out in their financial lives, retirees, and everyone in between.
Please note that the first and last name entered during registration will be displayed for those who participate in the live chat during the event. Feel free to use an alias if you aren’t comfortable with having your name displayed in the chat.
The Bogleheads® Speaker Series is provided free of charge. Please consider a tax-deductible contribution to the Bogle Center to help offset our costs and continue with this and other educational programs. The event will be recorded and posted to the Bogle Center’s website.
Stay tuned for announcements of future speakers.
The Bogle Center Board
Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.
Last edited by Bogle Center on Tue May 04, 2021 10:05 am, edited 1 time in total.
- WoodSpinner
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Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CPF®
Sounds like a wonderful interview! Just RSVP’d ....
FYI, the RSVP process needs some tweaks — the time is wrong on the Web Page. Plus the Add to Calendar function does not work for my Apple iPad.
Thanks for organizing this!
WoodSpinner
FYI, the RSVP process needs some tweaks — the time is wrong on the Web Page. Plus the Add to Calendar function does not work for my Apple iPad.
Thanks for organizing this!
WoodSpinner
- Rick Ferri
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Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CPF®
Don't miss this live event!


The Education of an Index Investor: born in darkness, finds indexing enlightenment, overcomplicates everything, embraces simplicity.
Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CPF®
Thank you for reminding us.
Former life insurance company financial officer who sincerely believes that ”It’s a GREAT day to be alive!”
Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CPF®
Is Ms. Vance a CFP or a CPF?
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- Rick Ferri
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- Location: Georgetown, TX. Twitter: @Rick_Ferri
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Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
Looking forward to this tomorrow!


The Education of an Index Investor: born in darkness, finds indexing enlightenment, overcomplicates everything, embraces simplicity.
- Rick Ferri
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- Location: Georgetown, TX. Twitter: @Rick_Ferri
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Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
The event is now live, but it's not intuitive where to go.
You'll need to click the BOTTOM link after you log in:
Live Discussion here: Christine Benz of Morningstar in conversation Kara Beth Vance of Timothy Financial
You'll need to click the BOTTOM link after you log in:
Live Discussion here: Christine Benz of Morningstar in conversation Kara Beth Vance of Timothy Financial
The Education of an Index Investor: born in darkness, finds indexing enlightenment, overcomplicates everything, embraces simplicity.
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Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
Is the video available for those of us who missed the announcement?
Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
Any chance this was recorded and if so where could I find that recording? Thanks!
"A portfolio is like a bar of soap, the more it's handled, the less there is." Dr. William Bernstein
- Barry Barnitz
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Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
Hi:
The Bogleheads Speaker Series are recorded. You can find these videos on the Bogle Center website at Bogleheads® Speaker Series. You can also find the videos on the Bogle Center Vimeo Channel, specifically at the Bogleheads Speakers Series Showcase.
regards,
The Bogleheads Speaker Series are recorded. You can find these videos on the Bogle Center website at Bogleheads® Speaker Series. You can also find the videos on the Bogle Center Vimeo Channel, specifically at the Bogleheads Speakers Series Showcase.
regards,
Additional administrative tasks: Financial Page bogleheads.org. blog; finiki the Canadian wiki; The Bogle Center for Financial Literacy site; La Guía Bogleheads® España site.
Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
Wow, great. Thanks for the info and the links. I'll check out.Barry Barnitz wrote: ↑Sun May 09, 2021 8:13 am Hi:
The Bogleheads Speaker Series are recorded. You can find these videos on the Bogle Center website at Bogleheads® Speaker Series. You can also find the videos on the Bogle Center Vimeo Channel, specifically at the Bogleheads Speakers Series Showcase.
regards,
"A portfolio is like a bar of soap, the more it's handled, the less there is." Dr. William Bernstein
Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
Unless I'm looking at the wrong page, it looks to me that the interview with Bill Bernstein was posted twice, instead of the recent interview with Kara Beth Vance.
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Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
Seems like it is available on this link now:
https://boglecenter.net/resources/bogle ... er-series/
https://boglecenter.net/resources/bogle ... er-series/
Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
Great, thanks for the tip. Looks like the page has been updated. Looking forward to viewing!
Last edited by Atticus on Tue May 18, 2021 10:58 am, edited 1 time in total.
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Re: LIVE May 8th Bogleheads® Speaker Series featuring financial planner Kara Beth Vance, CFP®
Viewed the recorded interview. Great questions, great speaker. BH-coherent, common sense advice, Thanks!