2024 Bogleheads Conference
The John C. Bogle Center for Financial Literacy had their 2024 conference in Minneapolis, Minnesota from September 27 - 29, 2024. You can now view the recordings of the presentations on September 28th and 29th from the action-packed agenda below. In addition, you can access the Bogleheads University presentations from September 27th here.
Saturday, September 28, 2024
Sunday, September 29, 2024
Welcome to the 2024 bogleheads conference
Agenda
Friday, September 27, 2024
Pre-Conference Activities
A great way to start your day and meet other Bogleheads!
TIME | Description |
|---|---|
7:30 - 7:55 am CDT | Yoga (all experience levels welcome; mats and “Chair Yoga” will be available) |
8:00 - 8:30 am CDT | Meditation (all experience levels welcome) |
9:15 am CDT | Gather in Hotel Lobby for Guided Walking Tour |
9:30 - 11:00 am CDT | Guided Walking Tour (starts and ends at Hotel Lobby) |
Conference Registration
TIME | Description |
|---|---|
11:00 - 1:00 pm CDT | Conference Registration |
Bogleheads University
TIME | Description |
|---|---|
1:00 - 4:00 pm CDT | 2 Tracks - Attendees Can Mix and Match (See Details Below) |
Track 1: Bogleheads 101: Basics
Host/Emcee: Rick Ferri
TIME | Description |
|---|---|
1:00 - 1:02 pm CDT | Welcome and Introduction (Rick Ferri) |
1:02 - 1:30 pm CDT | What You Need to Do Before You Invest, How to Set Your Savings Target (SC Gutierrez) |
1:30 - 2:00 pm CDT | Budgeting and Learning to Save (Jesse Mecham) |
2:00 - 2:05 pm CDT | Break |
2:05 - 2:20 pm CDT | The Language of Investing (Allan Roth) |
2:20 - 2:50 pm CDT | Building Your Portfolio (Rick Ferri) |
2:50 - 3:05 pm CDT | Key Portfolio Mistakes to Avoid (Allan Roth) |
3:05 - 3:10 pm CDT | Break |
3:10 - 3:40 pm CDT | The Tax-Efficient Waterfall (SC Gutierrez) |
3:40 - 4:00pm CDT | Q&A with Faculty (Rick Ferri, SC Gutierrez, Jesse Mecham, Allan Roth; Karen Damato moderates) |
Track 2: Bogleheads 501: Advanced
Host/Emcee: Jim Dahle
TIME | Description |
|---|---|
1:00 - 1:02 pm CDT | Welcome and introduction (Jim Dahle) |
1:02 - 1:55 pm CDT | Retirement Spending Deep Dive (Jonathan Guyton in Conversation with Christine Benz) |
1:55 - 2:00 pm CDT | Break |
2:00 - 2:25 pm CDT | “The Center Lane” (Adam Grossman) |
2:25 - 2:55 pm CDT | Asset Protection (Jim Dahle) |
2:55 - 3:00 pm CDT | Break |
3:00 - 3:30 pm CDT | The Decision to Retire and Creating a Meaningful Life After Retirement (Leif Dahleen) |
3:30 - 4:00 pm CDT | Factor Investing (Paul Merriman in Conversation with Jim Dahle) |
Book Signings and Photo Opportunities
TIME | Description |
|---|---|
4:00 - 5:00 pm CDT | Book Signings and Photo Opportunities |
Reception
TIME | Description |
|---|---|
5:30 - 7:00 pm CDT | Cocktail Reception for all |
Saturday, September 28, 2024
Breakfast
TIME | Description |
|---|---|
7:00 - 7:50 am CDT | Breakfast |
Morning Session
TIME | Description |
|---|---|
8:00 - 8:05 am CDT | Kickoff and Welcome (Christine Benz and Rick Ferri) |
8:05 - 8:50 am CDT | Don’t Be a Missing Billionaire (or Millionaire)! (Victor Haghani in Conversation with Christine Benz) |
9:00 - 9:50 am CDT | Bogleheads Investing Experts Panel (William Bernstein, Rick Ferri, Paul Merriman, Carolyn McClanahan, Allan Roth; Karen Damato moderates) |
10:00 - 10:50 am CDT | Does Crypto Merit a Place in Your Portfolio? (Matt Hougan and Rick Ferri) |
11:00 - 11:50 am CDT | Financial Historian Richard Sylla in Conversation with William Bernstein |
Lunch
TIME | Description |
|---|---|
12:00 - 12:50 pm CDT | Lunch |
Life Stage-Based Breakout Sessions
TIME | Description |
|---|---|
1:00 - 2:50 pm CDT | 2 Tracks - Attendees Can Mix and Match (See Details Below) |
Track 1: Retirees and Near-Retirees
TIME | Description |
|---|---|
1:00 - 1:50 pm CDT | Roth Conversion Deep Dive (Mike Piper) |
2:00 - 2:50 pm CDT | The History of Safe Withdrawal Rates (William Bengen in Conversation with Jon Luskin) |
Track 2: Accumulators and FIRE (Financial Independence, Retire Early)
TIME | Description |
|---|---|
1:00 - 1:50 pm CDT | Finding Purpose, Balance, and Meaning During the Accumulation Years (Jordan Grumet) |
2:00 - 2:50 pm CDT | FIRE All-Stars (Karsten Jeske, Paula Pant, Jordan Grumet, Jackie Cummings Koski; Gouri Mukherjee moderates) |
Break/Book Signings/Photo Opportunities
TIME | Description |
|---|---|
2:50 - 3:15 pm CDT | Break/Book Signings/Photo Opportunities |
Evening Session
TIME | Description |
|---|---|
3:15 - 4:00 pm CDT | When Should a DIY Investor Quit DIYing? (Carolyn McClanahan) |
4:10 - 5:00 pm CDT | Withdrawal Rate Rumble (William Bengen, Karsten Jeske, Christine Benz, John Rekenthaler; Jon Luskin moderates) |
Bogleheads Banquet and Hall of Fame Induction
TIME | Description |
|---|---|
7:00 - 10:00 pm CDT | Keynote speaker: Scott Burns (Please note: banquet registration is required) |
Sunday, september 29, 2024
TIME | Description |
|---|---|
8:00 - 8:50 am CDT | Breakfast Plus Special Session: What Every Boglehead Needs to Know about Estate Planning (Jennifer Rozelle) (Note that this breakfast and session will be open to all conference attendees and their guests, even if the guests aren’t registered for the conference) |
9:00 - 9:50 am CDT | Mind Over Market (Paula Pant) |
10:00 - 10:50 am CDT | Bogleheads Financial Planning Experts Panel (Harry Sit, Christine Benz, Mike Piper, Jon Luskin, Carolyn McClanahan; Karen Damato moderates) |
11:00 - 11:50 am CDT | William Bernstein and John Rekenthaler in Conversation |
11:50 - 12:00 pm CDT | Closing Thoughts; 2025 Conference Location Announcement |
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.