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Morningstar's Christine Benz Lecture
Come Join our Investment Meeting with Presentations by Our Investing Experts - All of our events are OPEN to the GENERAL PUBLIC! * All attendees will receive 30 days FREE premium access to Morningstar,com * All attendees will receive a COMPLIMENTARY copy to a Morningstar Newsletter. * Cost is $10 advanced registration: by mail (see below) or Eventbrite OR $17 AT THE DOOR. The Bucket Approach to Retirement Planning:The Devil Is in the Details - - Christine Benz At first blush, the bucket approach to retirement portfolio management appears to be a model of simplicity. But logistical questions abound. How should the buckets be maintained, and where should a retiree turn for cash? How does a bucket approach work across multiple account types, and how many buckets are optimal? In this presentation, Christine Benz will delve into the (sometimes messy) details of implementing a bucket strategy. Additional coverage will include a thorough Q&A session on any and all aspects of successful mutual funds investing & the top performing funds and categories - per request from our members in attendance. Christine Benz is director of personal finance for Morningstar and senior columnist for, focusing primarily on retirement planning and investment portfolio strategies. She is the author of "30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances" (Wiley, 2010). In addition, Benz is co-author of "Morningstar Guide to Mutual Funds: 5-Star Strategies for Success," a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, Benz also served as Morningstar's director of mutual fund analysis.

Bistro B @ The Westport Inn

1595 Post Road East · Westport, CT


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