AAII-Feb Mtg: Christine Benz|6 Retirement Planning Blind Spots & How to Fix Them

Even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk, and high out-of-pocket expenditures for long-term care. Morningstar's Christine Benz will outline how to safeguard your portfolio and your plan against these risk factors. She will also share her favorite in-retirement mutual funds and exchange-traded funds (ETFs), and discuss her model bucket portfolios geared toward retirees.

ATTEND THIS MEETING TO LEARN:
• Some of the key challenges that can confront retirement portfolios and plans
• How to mitigate these risk factors with portfolio and financial-planning strategies.
• How a “bucket” strategy can help a retirement plan withstand a major downdraft in the equity market.

About Our Presenter:
Christine Benz - Director of Personal Finance - Morningstar, Inc.

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance.

She is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010). Benz is also 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. She has served as editor of several of Morningstar’s publications over the years, including PracticalFinance, Morningstar® Mutual FundsTM, and Morningstar® FundInvestorTM. She has worked as an analyst and editor at Morningstar since 1993.

Benz holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign.