2017 Bogleheads Conference

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Mel Lindauer, President (2010 – 2019)

The 2017 Bogleheads Conference, which will be held in Philadelphia October 18-20, sold out shortly after the forum announcement was made. There is a wait list at the end of my 2017 Bogleheads Conference Announcement topic on bogleheads.org.

Vanguard founder, Jack Bogle, is once again scheduled to the our special guest of honor. And for the first time, author, blogger and former Wall Street columnist Jonathan Clements will be joining our regular star-studded Expert Panel members; author and Morningstar columnist, Christine Benz; Dr. Wade Pfau, Professor of Retirement Income at The American College in Bryn Mawr, PA; author, columnist and blogger Mike Piper; and author and columnist Allan Roth.

The Conference Agenda includes a wine and cheese reception, a presentation by Vanguard founder and guest of honor, Jack Bogle, a fireside chat with Jack and Bill Bernstein, a Q&A session with the Experts Panel members, book signings with Jack Bogle and the other authors in attendance, a Q&A with Jack Bogle, and a trip to Vanguard headquarters where we’ll meet and have exchanges with some of Vanguard’s senior executives. Definitely a memorable event and one that many of the attendees want to repeat, year after year.

If you’d like to attend a future Conference, be sure to sign up as soon as you see the announcement. As you’ve seen, every year the available spots sell out very quickly. Wth a bit of luck and good timing, I’ll see you there.

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Questions and answers

mel-lindauer

Mel Lindauer, President (2010 -2019)

A donor sent us a number of questions regarding The John C. Bogle Center for Financial Literacy. Here are our responses.

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Protecting the trademark

mel-lindauer

Mel Lindauer, President (2010 – 2019)

I’m happy to announce that, thanks to the expert  pro-bono  legal work performed by  attorney Serge Krimnus, The John C. Bogle Center for Financial Literacy prevailed in a legal action against a financial advisor who was using our trademarked “Bogleheads” name in two domain names (bogleheads.com and bogleheads.net) without permission. He was obviously using those domain names to drive traffic to his website whenever someone erroneously typed in “bogleheads.com” (a very common mistake) or “bogleheads.net” instead of the “bogleheads.org” site.

Those two domain names are now owned by The Bogle Center and are being redirected to bogleheads.org.

The decision of the arbitrator awarding the domains to the Bogle Center is available here.

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Trademarking the Bogleheads

mel-lindauer

Mel Lindauer, President (2010 – 2019)

In one of its first actions, the Center trademarked the name “Bogleheads”, and it is now a Registered Service Mark of The John C. Bogle Center for Financial Literacy.

BOGLEHEADS – Trademark Details, Justia

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Establishing the Center

mel-lindauer

Mel Lindauer, President (2010 – 2019)

Establishing The John C. Bogle Center for Financial Literacy was a long work-in-progress. Jack Bogle actually authorized us to undertake this endeavor in October of 2010. Thanks to a generous Texas attorney who donated his time, we were incorporated as a non-profit Texas Corporation on November 22, 2010 with all of the accompanying legal Resolutions and Corporate By-Laws in place.

The next two years were spent  attempting to get the Bogleheads name trademarked and gaining 501(c)(3) charitable approval from the IRS.  After several review rounds, we finally got the approval on February 6, 2012. So it’s been a long and sometimes frustrating road to get  established, but we persevered and finally made it.

Vanguard very generously gave our organization and its small bank account Flagship Status, so we  have a Prime Money Market account where donation checks can be deposited.

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