This month's topic : Healthcare & Long Term Care in Retirement
This month we welcome a special guest speaker to discuss a very important topic... health care and long term care during retirement.
Julia Fuentes, Financial Planning Strategist
Julia Fuentes, CIMA®, WMS™, currently serves as Vanguard’s financial planning & coaching
strategist, responsible for growing and enhancing financial planning offers designed to support
Vanguard’s financial advisor partners. Since joining Vanguard in 2008, Mrs. Fuentes has assisted
financial advisors with their investment strategy, practice management, and sales needs. She has
also offered investment solutions and portfolio construction guidance for financial advisors while
managing Vanguard ETF® Strategic Model Portfolio service.
Prior to Vanguard, Mrs. Fuentes was a financial specialist with Wachovia Securities and a credit
manager at Wells Fargo Financial. She earned her B.S. in finance and marketing from
Date and Time
Tue, Jun 13, 2023
6:00p - 6:30p EST