Vanguard events

Protecting Yourself and Your Family

Join us for a live webcast, exclusively for our Advice and Wealth Management clients, where Vanguard experts will share educational tips on how to protect yourself and your family from financial exploitation. You'll learn to spot common risks, recognize key red flags, and use practical strategies to safeguard your personal and financial information. You'll leave with simple, actionable guidance to help you feel more confident in today's digital world.

During this session, you'll:

• See how common scams work and learn how to recognize when you're being targeted.
• Get practical steps you can take right away to protect your personal and financial information online.
• Walk away with a better understanding of how smart habits may help you and your loved ones.

A Look Ahead: 2026

Get insights from Vanguard's leaders and top experts on key financial and economic trends that are likely to shape the markets in 2026, setting the stage to help you make informed decisions in the year ahead. 

You'll have the opportunity to:

• Learn about the 2026 economic outlook, including expectations for global growth, inflation, and interest rates.
• Explore how artificial intelligence is reshaping productivity, operational efficiency, and risk considerations across all industries.
• Get actionable insights on how AI can impact investment strategies and long-term portfolio planning.

Navigating What's Next: 2026 Economic & Market Outlook

Join a live webcast, presented exclusively to our Advice and Wealth Management clients, designed to help you move through 2026 with clarity and confidence. Vanguard leaders will review how the year began, share expert perspectives on the economic backdrop, and explain current trends and what they mean for your portfolio and long-term goals.

During this session, you'll:

• Gain timely insights on the latest economic and market outlook—including inflation, interest rates, policy, equity and bond markets, and global shifts.
• Learn what today's signals mean for your portfolio and how policy changes, technology, and global events may shape opportunities and risks in 2026.
• Hear answers to client-submitted questions about the economy and Vanguard's current investment approach.

How the Great Wealth Transfer Will Impact Women Investors

Massy Williams, head of Vanguard Wealth Management, explains how women are uniquely positioned for a historic shift in global wealth over the next 2 decades—and how they can prepare themselves and their families.

Learn how to:

• Navigate the transfer of wealth with clarity.
• Strategize your financial legacy with loved ones and trusted professionals.
• Ensure your financial intentions are fulfilled across generations.

Your Retirement Journey: Planning at Every Stage

Are you confident you're prepared for what lies ahead in retirement? Join us for a live webcast, exclusively for our Advice clients, where Vanguard thought leaders will share retirement planning considerations for every stage of your journey—whether you're still preparing or already retired.

During this webcast, we'll discuss:

• Planning for your future. Clarifying retirement goals and making informed planning decisions.
• Navigating change as life evolves. Adjusting your plan as priorities and circumstances shift.
• Staying connected with your advisor. Maintaining your relationship with regular check‑ins throughout retirement.

Expense Ratio Basics + What's Happening in 2026

Joe Davis discusses Vanguard's expense ratio reductions and how focusing on what you can control—specifically costs—is one of our core principles for investing success.

He explains that:

• Even modest cost reductions can make a meaningful difference over time by keeping more of your money invested and working longer.
• Lower expenses help support a disciplined, long‑term investment approach built on diversification, patience, and careful cost management.

Passing Wealth with Purpose: Preparing Families for the Great Wealth Transfer

A historic shift of wealth—known as the Great Wealth Transfer—is underway, and an estimated $124 trillion is expected to change hands over the next 25 years, according to Cerulli Associates.¹ This means the decisions made today will shape financial futures for generations. In this live webcast, Vanguard leadership and experts explore how families can navigate the transfer of wealth with clarity, confidence, and purpose. After viewing this one-hour webcast, you'll:

• Build confidence in navigating a financial transition.
• Learn how to start meaningful family conversations about wealth.
• Discover resources to support families like yours.

¹Cerulli Associates. U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024. The Great Wealth Transfer: Capturing Money in Motion.

2026 Midyear Outlook

Hear from Vanguard's leaders on how financial markets and the latest economic trends impact you. Our timely, actionable insights are designed to help investors navigate uncertainty and develop strategies that achieve their goals.

Get expert perspective on:

• What higher gas prices and inflation could mean for the broader economy.
  
• Whether AI and tech will continue to drive markets and deliver growth for investors.
• How to balance your portfolio to mitigate risk and navigate market uncertainty.