September 2015 Chapter Meeting

Strategies for Creating Your Retirement Paycheck

christine benz
Christine Benz, Director of Personal Finance, Senior Columnist, Morningstar.com

Saturday, September 12th at 10:00 AM.
$5 at the door for everyone.  No advanced reservations.

Christine will discuss how the retirement landscape has changed over the last 30 years and the challenges that current and future retirees face as a result, including the disappearing traditional pension and historically low interest rates. She’ll then share her recommendations for how to deal with these challenges by using the “bucket” approach to retirement portfolio planning. She’ll also provide some sample portfolios, using ETFs and mutual funds, using the bucket strategy.

Attend This Meeting and Learn:
1. Morningstar’s approach to analyzing mutual funds, stocks and ETFs
2. The bucket approach to retirement portfolio planning.
3. Sample portfolios, using ETFs and mutual funds.

About our Speaker
Christine Benz is director of personal finance and senior columnist for Morningstar.com. She is the author of “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances.” In addition, Benz is a co-author of “Morningstar Guide to Mutual Funds: 5-Star Strategies for Success,” a national bestseller. Before assuming her current role in early 2010, Benz served as Morningstar’s director of mutual fund analysis and editor of Morningstar Mutual Funds, Morningstar Fund Investor, and Morningstar Practical Finance newsletters. She is frequently quoted in the media, including The Wall Street Journal and The New York Times, and has also made numerous appearances on CNBC, CNN, NBC and PBS. Benz holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign.



Add to Calendar09-12-2015 10:00:00 09-12-2015 11:30:00 15 AAII RTP September Chapter Meeting Kirk of Kildaire Church, 200 High Meadow Dr Cary NC 27511 info@aaiirtp.org