Welcome To The
2023 Bogleheads Conference

The John C. Bogle Center for Financial Literacy is excited to welcome you to our 2023 conference.

We’ve pulled together an action-packed agenda full of Bogleheads favorites as well as investment and personal finance experts who will be appearing at our conference for the first time.

The conference will kick off at 1 p.m. on October 13 and wrap up at 12 p.m. on October 15. As with the 2022 conference, the first day will be dedicated to Bogleheads University, intended to provide a wide-ranging introduction and/or review of the Bogleheads approach to several aspects of personal finance and investing. This year, for the first time, attendees will have the option to attend either the 101 track, focused on investing fundamentals; or the 501 track, focused on more advanced topics.

We’ve also planned a special Bogleheads banquet on the evening of October 14. The banquet will feature a seated dinner; a conversation with an investing expert to be announced; and the 2023 inductee into the Bogleheads Hall of Fame.

With warm regards,

The Board of the John C. Bogle Center for Financial Literacy

Friday, October 13, 2023

TIME

Description

1:00 - 4:00pm EDT

Bogleheads University: 2 Tracks

Track 1: Bogleheads 101: Basics (Download Slides)

Host/Emcee: Christine Benz

TIME

Description

1:00 - 1:05pm EDT

Welcome and introduction (Christine Benz)

1:05 - 1:25pm EDT

What you need to do before you invest (Christine Benz)

1:25 - 1:45pm EDT

The basics of investing (Allan Roth)

1:45 - 2:05pm EDT

Investment selection (Rick Ferri)

2:05 -2:15pm EDT

Break

2:15 - 2:35pm EDT

The basics of tax-advantaged accounts (Mike Piper)

2:35 - 2:55pm EDT

Factors to consider when choosing an asset allocation (Christine Benz)

2:55 - 3:00pm EDT

Break

3:00 - 3:20pm EDT

Examples of asset allocations with their strengths and weaknesses (Jim Dahle)

3:20 - 3:40pm EDT

Tax-efficient portfolio management (Mike Piper)

3:40 - 4:00pm EDT

Q&A with faculty (Allan Roth, Mike Piper, Christine Benz; Karen Damato moderates)

Track 2: Bogleheads 501: Advanced (Download Slides)

Host/Emcee: Jim Dahle

TIME

Description

1:00 - 1:05pm EDT

Welcome and introduction (Jim Dahle)

1:05 - 1:30pm EDT

Getting the most out of Social Security (Mary Beth Franklin)

1:30 - 2:00pm EDT

Structuring your retirement portfolio (Dana Anspach)

2:00 - 2:10pm EDT

Break

2:10 - 2:35pm EDT

Roth conversions and tax-efficient withdrawals in retirement (Wade Pfau)

2:35 - 2:55pm EDT

Real Estate: Can (and should) it be added to a Boglehead portfolio? (Jim Dahle)

2:55 - 3:00pm EDT

Break

3:00 - 3:20pm EDT

The case for factor investing (Paul Merriman)

3:20 - 3:40pm EDT

The case against factor investing (Rick Ferri)

3:40 - 4:00pm EDT

Reception

TIME

Description

5:00 - 7:00pm EDT

Cocktail Reception for all
(Please note dinner is on your own)

Saturday, October 14, 2023

TIME

Description

7:00 - 7:50am EDT

Breakfast

8:00 - 8:05am EDT

Kickoff and welcome: Christine Benz and Rick Ferri

8:05 - 8:50am EDT

Gerard O’Reilly from Vanguard in conversation with Rick Ferri

9:00 - 9:50am EDT

Bogleheads investing experts panel: William Bernstein, Rick Ferri, Paul Merriman, Dana Anspach, Jonathan Clements, Jim Dahle (Karen Damato moderates)

10:00 - 10:50am EDT

Charley Ellis in conversation with Jonathan Clements

11:00 - 11:50am EDT

Wade Pfau in conversation with Jim Dahle (Download slides)

12:00 - 12:50pm EDT

Lunch

1:00 - 1:50pm EDT

Breakouts by age track:


Pre-Retirees and Retirees track: Roundtable discussion: Jon Luskin, Mike Piper, Wade Pfau (Christine Benz moderates)

Accumulator track: Sean Mullaney interviews Brad Barrett on financial independence

2:00 - 2:50pm EDT

Breakouts by age track

Pre-Retirees and Retirees track: Jon Luskin interviews Dana Anspach on retirement planning

Accumulator track: Ann Garcia on paying for college (Download slides)

2:50 - 3:15pm EDT

Break and book signing (bring your books to be signed by speakers/authors!)

3:15 - 4:00pm EDT

Training the trainers: How Bogleheads can spread financial wellness in their worlds: Tim Ranzetta (Download slides)

4:00 - 5:00pm EDT

Michelle Singletary and family on how families can find financial peace and well-being

Banquet

Keynote Speaker: Clark Howard

TIME

Description

7:00 - 10:00pm EDT

Bogleheads banquet and 2023 Hall of Fame induction

Sunday, October 15, 2023

TIME

Description

8:00 - 8:50am EDT

Breakfast plus session in main hall: What the less-involved spouse needs to know about the financial plan: Mike Piper (Download slides)

Note that conference registration is not required to attend this special session. We would love to have the partner who is less interested in the household finances join us, before possibly heading out for other plans for the day.

9:00 - 9:50am EDT

Jonathan Clements in conversation with Bill Bernstein

10:00 - 10:50am EDT

Bogleheads financial planning experts panel: Mike Piper, Allan Roth, Ann Garcia, Jon Luskin (Karen Damato moderates)

11:00 - 11:50am EDT

Jordan Grumet in conversation with Christine Benz (Topic: Living with no regrets)

11:50 - 12:00pm EDT

Closing thoughts, 2024 conference location announcement

Friday, October 13, 2023

TIME

Description

1:00 - 4:00pm EDT

Bogleheads University: 2 Tracks

Track 1: Bogleheads 101: Basics (Download Slides)

Host/Emcee: Christine Benz

TIME

Description

1:00 - 1:05pm EDT

Welcome and introduction (Christine Benz)

1:05 - 1:25pm EDT

What you need to do before you invest (Christine Benz)

1:25 - 1:45pm EDT

The basics of investing (Allan Roth)

1:45 - 2:05pm EDT

Asset allocation and investment selection (Rick Ferri)

2:05 -2:15pm EDT

Break

2:15 - 2:35pm EDT

The basics of tax-advantaged accounts (Mike Piper)

2:35 - 2:55pm EDT

Factors to consider when choosing an asset allocation (Christine Benz)

2:55 - 3:00pm EDT

Break

3:00 - 3:20pm EDT

Examples of asset allocations with their strengths and weaknesses (Jim Dahle)

3:20 - 3:40pm EDT

Tax-efficient portfolio management (Mike Piper)

3:40 - 4:00pm EDT

Q&A with faculty (Allan Roth, Mike Piper, Christine Benz; Karen Damato moderates)

Track 2: Bogleheads 501: Advanced (Download Slides)

Host/Emcee: Jim Dahle

TIME

Description

1:00 - 1:05pm EDT

Welcome and introduction (Jim Dahle)

1:05 - 1:30pm EDT

Getting the most out of Social Security (Mary Beth Franklin)

1:30 - 2:00pm EDT

Structuring your retirement portfolio (Dana Anspach)

2:00 - 2:10pm EDT

Break

2:10 - 2:35pm EDT

Roth conversions and tax-efficient withdrawals in retirement (Wade Pfau)

2:35 - 2:55pm EDT

Real Estate: Can (and should) it be added to a Boglehead portfolio? (Jim Dahle)

2:55 - 3:00pm EDT

Break

3:00 - 3:20pm EDT

The case for factor investing (Paul Merriman)

3:20 - 3:40pm EDT

The case against factor investing (Rick Ferri)

3:40 - 4:00pm EDT

Q&A with the faculty (Mary Beth Franklin, Dana Anspach, Paul Merriman, Rick Ferri; Jim Dahle moderates)

Reception

TIME

Description

5:00 - 7:00pm EDT

Cocktail Reception for all
(Please note dinner is on your own)

Saturday, October 14, 2023

TIME

Description

7:00 - 7:50am EDT

Breakfast

8:00 - 8:05am EDT

Kickoff and welcome: Christine Benz and Rick Ferri

8:05 - 8:50am EDT

Gerard O’Reilly from Vanguard in conversation with Rick Ferri

9:00 - 9:50am EDT

Bogleheads investing experts panel: William Bernstein, Rick Ferri, Paul Merriman, Dana Anspach, Jonathan Clements, Jim Dahle (Karen Damato moderates)

10:00 - 10:50am EDT

Charley Ellis in conversation with Jonathan Clements 

11:00 - 11:50am EDT

Wade Pfau in conversation with Jim Dahle (Download slides)

12:00 - 12:50pm EDT

Lunch

1:00 - 1:50pm EDT

Breakouts by age track:


Pre-Retirees and Retirees track: Roundtable discussion: Jon Luskin, Mike Piper, Wade Pfau (Christine Benz moderates)

Accumulator track: Sean Mullaney interviews Brad Barrett on financial independence

2:00 - 2:50pm EDT

Breakouts by age track

Pre-Retirees and Retirees track: Jon Luskin interviews Dana Anspach on retirement planning

Accumulator track: Ann Garcia on paying for college (Download slides)

2:50 - 3:15pm EDT

Break and book signing (bring your books to be signed by speakers/authors!)

3:15 - 4:00pm EDT

Training the trainers: How Bogleheads can spread financial wellness in their worlds: Tim Ranzetta (Download slides)

4:00 - 5:00pm EDT

Michelle Singletary and family on how families can find financial peace and well-being

Banquet

Keynote Speaker: Clark Howard

TIME

Description

7:00 - 10:00pm EDT

Bogleheads banquet and 2023 Hall of Fame induction

Sunday, October 15, 2023

TIME

Description

8:00 - 8:50am EDT

Breakfast plus session in main hall: What reluctant spouses need to know about the financial plan: Mike Piper (Download slides)

Note that conference registration is not required to attend this special session. We would love to have the partner who is less interested in the household finances join us, before possibly heading out for other plans for the day.

9:00 - 9:50am EDT

Jonathan Clements in conversation with Bill Bernstein

10:00 - 10:50am EDT

Bogleheads financial planning experts panel: Mike Piper, Allan Roth, Ann Garcia, Jon Luskin (Karen Damato moderates)

11:00 - 11:50am EDT

Jordan Grumet in conversation with Christine Benz (Topic: Living with no regrets)

11:50 - 12:00pm EDT

Closing thoughts, 2024 conference location announcement

Friday, October 13, 2023

TIME

Description

1:00 - 4:00pm EDT

Bogleheads University: 2 Tracks

Track 1: Bogleheads 101: Basics (Download Slides)

Host/Emcee: Christine Benz

TIME

Description

1:00 - 1:05pm EDT

Welcome and introduction (Christine Benz)

1:05 - 1:25pm EDT

What you need to do before you invest (Christine Benz)

1:25 - 1:45pm EDT

The basics of investing (Allan Roth)

1:45 - 2:05pm EDT

Asset allocation and investment selection (Rick Ferri)

2:05 -2:15pm EDT

Break

2:15 - 2:35pm EDT

The basics of tax-advantaged accounts (Mike Piper)

2:35 - 2:55pm EDT

Factors to consider when choosing an asset allocation (Christine Benz)

2:55 - 3:00pm EDT

Break

3:00 - 3:20pm EDT

Examples of asset allocations with their strengths and weaknesses (Jim Dahle)

3:20 - 3:40pm EDT

Tax-efficient portfolio management (Mike Piper)

3:40 - 4:00pm EDT

Q&A with faculty (Allan Roth, Mike Piper, Christine Benz; Karen Damato moderates)

Track 2: Bogleheads 501: Advanced (Download Slides)

Host/Emcee: Jim Dahle

TIME

Description

1:00 - 1:05pm EDT

Welcome and introduction (Jim Dahle)

1:05 - 1:30pm EDT

Getting the most out of Social Security (Mary Beth Franklin)

1:30 - 2:00pm EDT

Structuring your retirement portfolio (Dana Anspach)

2:00 - 2:10pm EDT

Break

2:10 - 2:35pm EDT

Roth conversions and tax-efficient withdrawals in retirement (Wade Pfau)

2:35 - 2:55pm EDT

Real Estate: Can (and should) it be added to a Boglehead portfolio? (Jim Dahle)

2:55 - 3:00pm EDT

Break

3:00 - 3:20pm EDT

The case for factor investing (Paul Merriman)

3:20 - 3:40pm EDT

The case against factor investing (Rick Ferri)

3:40 - 4:00pm EDT

Q&A with the faculty (Mary Beth Franklin, Dana Anspach, Paul Merriman, Rick Ferri; Jim Dahle moderates)

Reception

TIME

Description

5:00 - 7:00pm EDT

Cocktail Reception for all
(Please note dinner is on your own)

Saturday, October 14, 2023

TIME

Description

7:00 - 7:50am EDT

Breakfast

8:00 - 8:05am EDT

Kickoff and welcome: Christine Benz and Rick Ferri

8:05 - 8:50am EDT

Gerard O’Reilly from Vanguard in conversation with Rick Ferri

9:00 - 9:50am EDT

Bogleheads investing experts panel: William Bernstein, Rick Ferri, Paul Merriman, Dana Anspach, Jonathan Clements, Jim Dahle (Karen Damato moderates)

10:00 - 10:50am EDT

Charley Ellis in conversation with Jonathan Clements

11:00 - 11:50am EDT

Wade Pfau in conversation with Jim Dahle (Download slides)

12:00 - 12:50pm EDT

Lunch

1:00 - 1:50pm EDT

Breakouts by age track:


Pre-Retirees and Retirees track: Roundtable discussion: Jon Luskin, Mike Piper, Wade Pfau (Christine Benz moderates)

Accumulator track:  Sean Mullaney interviews Brad Barrett on financial independence

2:00 - 2:50pm EDT

Breakouts by age track

Pre-Retirees and Retirees track: Jon Luskin interviews Dana Anspach on retirement planning

Accumulator track: Ann Garcia on paying for college (Download slides)

2:50 - 3:15pm EDT

Break and book signing (bring your books to be signed by speakers/authors!)

3:15 - 4:00pm EDT

Training the trainers: How Bogleheads can spread financial wellness in their worlds: Tim Ranzetta (Download slides)

4:00 - 5:00pm EDT

Michelle Singletary and family on how families can find financial peace and well-being

Banquet

Keynote Speaker: Clark Howard

TIME

Description

7:00 - 10:00pm EDT

Bogleheads banquet and 2023 Hall of Fame induction

Sunday, October 15, 2023

TIME

Description

8:00 - 8:50am EDT

Breakfast plus session in main hall: What reluctant spouses need to know about the financial plan: Mike Piper (Download slides)

Note that conference registration is not required to attend this special session. We would love to have the partner who is less interested in the household finances join us, before possibly heading out for other plans for the day.

9:00 - 9:50am EDT

Jonathan Clements in conversation with Bill Bernstein

10:00 - 10:50am EDT

Bogleheads financial planning experts panel: Mike Piper, Allan Roth, Ann Garcia, Jon Luskin (Karen Damato moderates)

11:00 - 11:50am EDT

Jordan Grumet in conversation with Christine Benz (Topic: Living with no regrets)

11:50 - 12:00pm EDT

Closing thoughts, 2024 conference location announcement

Confirmed Speakers

Conference Basics

Date: October 13 (1 p.m.)-October  15 (12 p.m.), 2023.
Location: Bethesda North Marriott Hotel and Conference Center
Cost: $495 Early Bird (through May 31); $595 Regular Admission
Extras: $100/pp to attend the Bogleheads banquet

As with the 2022 conference, Spark Network will be handling registration and other logistics for us. Your receipt for your conference registration will come from “Spark Network.” If you have questions about registration, please contact Conor O hAonghusa at conor@sparknetwork.com

Scholarships

The John C. Bogle Center for Financial Literacy is committed to helping individuals improve their financial well-being through education. If you would like to attend the conference but doing so would present a financial hardship, please contact Christine Benz about a scholarship: cbenz@bogle.center. And if you know of any individuals who would like to attend the conference but may not be able to because of the cost, please let them know about the scholarships.

Cancellations

We will refund the full conference fee for individuals who cancel at least 30 days before the conference start. If you need to cancel your hotel reservation, please contact the hotel.

Hotel Reservations

This year’s conference will be held at the Bethesda North Marriott Hotel & Conference Center.

Note that as of late July 2023, the conference hotel has sold out for the conference dates. We've identified additional nearby hotels, listed here. As of late July 2023, all have availability for the conference dates.

Parking is $19 per day for hotel guests. An hourly rate of $2.50/hour for parking applies for Conference Center guests who are not guests of the hotel. 

Click here for ground transportation options.

ORGANIZATION, MISSION, VISION, VALUES

The John C. Bogle Center for Financial Literacy is a non-profit organization dedicated to improving financial literacy. We were approved by the IRS as a 501(c)(3) public charity on February 6, 2012. The approval was retroactive to November 22, 2010, the date of the organization's incorporation as a non-profit Texas Corporation.

Mission

To expand John C. Bogle's legacy by promoting the principles of successful investing and financial well-being through education and community.

Vision

Create a world of well-informed, capable, and empowered investors.

Values

  • Commitment to and focus on the investment philosophy of John C. Bogle.
  • Community: The maintenance and expansion of the well-established Boglehead sense of community and belonging.
  • Fairness: That investment companies should treat investors equitably so that investors receive their fair share of investment returns.
  • Focus: Highlighting quantitative evidence-based research.
  • Simplicity: That investing can and should be simple.
  • Stewardship: Advocating for and supporting servant leadership dedicated to the benefit of investors.