It's Time!
Register for the
2025 Bogleheads Conference
You missed out!
Dear Bogleheads,
The Board of the John C. Bogle Center for Financial Literacy is delighted to announce that the 2025 Bogleheads Conference will be held from Oct. 17-19 at the Hyatt Regency San Antonio Riverwalk in downtown San Antonio. Registration for the conference and hotel are now open!
SPEAKERS AND SCHEDULE
The conference will run from 12 p.m. on Friday, October 17, through 12 p.m. on Sunday, October 19.
Guest speakers include:
Carola Binder
Kevin Esler
Dr. Wesley Gray
SC Gutierrez
Mark Higgins
Cameron Huddleston
Dylan Ingerman
Jackie Cummings Koski
Ron Lieber
Cole Mattox
Paul Merriman
Mark Miller
Gouri Mukherjee
Brian Portnoy
Salim Ramji
John Rekenthaler
Valerie Rivera
Jennifer Rozelle
Justin Schuhmacher
Ed Slott
Roger Whitney
In addition, Bogleheads regulars who will be participating include:
Christine Benz
William Bernstein
Dr. Jim Dahle
Karen Damato
Rick Ferri
Jon Luskin
Mike Piper
Allan Roth
The first day of the conference (Friday) will begin with morning group activities, including a walking tour in San Antonio. We’ll kick off the actual conference with a conversation with Vanguard CEO Salim Ramji, followed by Bogleheads University. As with previous conferences, there will be two tracks: “Bogleheads 101” for investing fundamentals and “Bogleheads 501,” which will cover advanced topics. The day will conclude with a cocktail hour.
Saturday will feature general sessions as well as lifestage-based breakout sessions in the afternoon. One track will be dedicated to “accumulators” and FIRE (financial independence, retire early), while the other will be focused on people nearing or in retirement. Note that we will not be holding a banquet this year. Instead, we will be holding a cocktail reception, including the Bogleheads Hall of Fame induction, following Saturday’s sessions. That reception will be free to all conference attendees.
On Sunday, we’ll run general sessions as well as a special breakfast open to all attendees and their guests, even if they are not registered for the conference. Author Cameron Huddleston (Mom and Dad, We Need to Talk) will discuss how families can communicate better about money matters.
We’re looking forward to seeing you there!
The Board of the John C. Bogle Center for Financial Literacy
October 17-19
2025
Hyatt Regency San Antonio Riverwalk
San Antonio, TX
Agenda
Friday, OCTOBER 17, 2025
Pre-Conference Activities
A great way to start your day and meet other Bogleheads!
TIME | Description |
|---|---|
7:30 - 7:55 am CDT | Yoga |
8:00 - 8:30 am CDT | Meditation |
9:15 - 10:30 am CDT | Walking Tour, Group 1 |
9:30 - 10:45 am CDT | Walking Tour, Group 2 |
Conference Registration
TIME | Description |
|---|---|
10:00 am CDT | Conference Registration Opens |
General Session
Christine Benz/Allan Roth, host/emcee
TIME | Description |
|---|---|
12:00 - 1:00 pm CDT | Vanguard CEO Salim Ramji |
1:00 - 1:30 pm CDT | Book Signings and Photo Opportunities/Meet and Ask Questions of Vanguard’s Technology Team |
Bogleheads University
TIME | Description |
|---|---|
1:30 - 4:30 pm CDT | 2 Tracks - Attendees Can Mix and Match (See Details Below) |
Track 1: Bogleheads 101: FUNDAMENTALS
Jim Dahle, emcee
TIME | Description |
|---|---|
1:30 - 2:15 pm CDT | The Boglehead Principles (Jim Dahle) |
2:15 - 2:45 pm CDT | Key Investment Building Blocks and Asset Allocation Basics (Christine Benz) |
2:45 - 2:55 pm CDT | Break |
2:55 - 3:30 pm CDT | How to Use All-In-One Funds in Your Portfolio: (Jon Luskin) |
3:30 - 4:00 pm CDT | Tax Management and Tax-Efficient Investing (Valerie Rivera) |
4:00 - 4:30 pm CDT | Interacting with the Financial Services Industry (SC Gutierrez) |
Track 2: Bogleheads 501: Advanced
Rick Ferri, emcee
TIME | Description |
|---|---|
1:30 - 2:00 pm CDT | Indexing Methodologies (Rick Ferri) |
2:00 - 2:45 pm CDT | Factor Investing and Tax Strategies (Wes Gray in conversation with Rick Ferri) |
2:45 - 2:55 pm CDT | Break |
2:55 - 3:30 pm CDT | Estate Planning and When to Use Trusts (Jenny Rozelle and Justin Schuhmacher) |
3:30 - 4:00 pm CDT | Building and Using a TIPS Ladder (Kevin Esler) |
4:00 - 4:30 pm CDT | The Complexities of Moving Toward Simplicity (Allan Roth) |
Book Signings and Photo Opportunities
TIME | Description |
|---|---|
4:30 - 5:00 pm CDT | Book Signings and Photo Opportunities/Meet and Ask Questions of Vanguard’s Technology Team |
Reception
TIME | Description |
|---|---|
5:00 - 6:30 pm CDT | Cocktail Reception |
Saturday, OCTOBER 18, 2025
Breakfast
TIME | Description |
|---|---|
7:00 - 7:50 am CDT | Breakfast |
General Session
TIME | Description |
|---|---|
8:00 - 8:05 am CDT | Kickoff and Welcome (Christine Benz and Rick Ferri) |
8:05 - 8:50 am CDT | IRA Tax Planning Strategies After OBBBA 25 and SECURE Acts (Ed Slott) |
9:00 - 9:50 am CDT | Shock Values: Prices and Inflation in American Democracy (Carola Binder) |
10:00 - 10:50 am CDT | What Has—and Hasn’t—Changed about Saving, Shopping, and Paying for College (Ron Lieber in Conversation with Karen Damato) |
11:00 - 11:50 am CDT | Bogleheads Investing Panel (Allan Roth, Paul Merriman, Bill Bernstein, Rick Ferri, Jim Dahle, SC Gutierrez; moderated by Christine Benz) |
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 PRE-Retirees
Jon Luskin, emcee
TIME | Description |
|---|---|
1:00 - 1:50 pm CDT | Withdrawal Rate Deep Dive (Christine Benz) |
2:00 - 2:50 pm CDT | Retirement Roundtable (Roger Whitney, Mark Miller, Scott Burns, Christine Benz; moderated by Jon Luskin) |
Track 2: Accumulators and FIRE (Financial Independence, Retire Early)
Gouri Mukherjee, emcee
TIME | Description |
|---|---|
1:00 - 1:50 pm CDT | Unfiltered Journey to FIRE (Jackie Cummings Koski) |
2:00 - 2:50 pm CDT | Financial Planning for First Gens (Valerie Rivera in conversation with Gouri Mukherjee) |
Break/Book Signings/Photo Opportunities
TIME | Description |
|---|---|
2:50 - 3:15 pm CDT | Book Signings and Photo Opportunities/Meet and Ask Questions of Vanguard’s Technology Team |
general Session
TIME | Description |
|---|---|
3:15 - 4:00 pm CDT | Causes We Love: Turning Students into Investors (Dylan Ingerman and Cole Mattox, in conversation with Mike Piper) |
4:10 - 5:00 pm CDT | Financial Historian Mark Higgins: Presentation and Fireside Chat with Bill Bernstein |
ReCEPTION and Hall of Fame Induction
TIME | Description |
|---|---|
5:00 - 6:30 pm CDT | Reception and Hall of Fame Induction (Dinner on your own/small-group dinners) |
Sunday, OCTOBER 19, 2025
General Session
TIME | Description |
|---|---|
8:00 - 8:50 am CDT | Breakfast Plus Special Session: What Your Family Needs to Know About Your Money (Cameron Huddleston) (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 | William Bernstein and John Rekenthaler in Conversation |
10:00 - 10:50 am CDT | Ask Us Anything Panel (Mike Piper, Jackie Cummings Koski, Jon Luskin, Roger Whitney, moderated by Karen Damato) |
11:00 - 11:50 am CDT | Funding Your Contentment: Planning for Wealth in Tumultuous Times (Brian Portnoy) |
11:50 - 12:00 pm CDT | Closing Thoughts; 2026 Conference Location Announcement |
Registration
Date: Friday, October 17 (12 p.m.) through Sunday, October 19 (12 p.m.), 2025
Location: Hyatt Regency San Antonio Riverwalk in San Antonio, TX
Cost: $795
There are 500 slots for the conference and tickets are on a first-come, first-served basis. Membership on Bogleheads.org is not required to buy tickets.
Start by selecting your ticket type from the dropdown menu and then complete the required fields. If you wish to register more than one person for the conference, click on the Add Attendees button to fill in the new details once you have completed your own form.
Note that registration is via Spark Network. You’ll receive a Bogleheads-branded receipt from Spark Network via email, a John C. Bogle Center for Financial Literacy receipt from the Stripe payment platform, and the charge will appear as “John C. Bogle Center” on your credit card.
As always, we’re aiming to run the conference “at cost” for attendees so that as many Bogleheads as possible can attend. The registration fees are slightly higher than 2024 because of higher costs for food, beverage, and the venue.
If you have questions about your registration, please contact bogleheadsconference@bogle.center.
Hotel Reservations
This year’s conference will be held at the Hyatt Regency San Antonio Riverwalk (123 Losoya Street, San Antonio, TX 78205).
Our block of discounted rooms at the Hyatt Regency has filled, so we have secured another block of discounted rooms for the remainder of our Bogleheads attendees at the Grand Hyatt San Antonio Riverwalk, which is just an 8-minute walk from the Hyatt Regency. The rate is identical to the Hyatt Regency rate: $249 for Thursday, Oct. 16, and $215 for Friday/Saturday, excluding taxes.
To take advantage of these special rates, please make sure to confirm your room reservation ASAP.
New for 2025: Family Discount
We are offering a special discount to encourage families to attend together in 2025. If you plan to attend with a child, grandchild, nephew/niece or as a group of siblings etc. and wish to know if a family member qualifies for a $50 discount (note that couples planning to attend together do not qualify for a discount), please contact bogleheadsconference@bogle.center to apply.
Scholarships
If you would like to attend the conference but doing so would present a financial hardship, we offer offer a limited number of scholarships that cover conference registration. For full-time students who can provide a student ID, we offer a special student rate of $100 for conference registration. Both the scholarship and student rate apply to conference registration only, not travel costs or accommodations. Please contact bogleheadsconference@bogle.center to discuss either option.
Cancellations
You can cancel for any reason and receive a full refund up to 30 days before the start of the event. If you have questions about your registration, please email bogleheadsconference@bogle.center. If you need to cancel your hotel reservation, please contact the hotel.
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.