AAII Feb Mtg: Christine Benz: 6 Retirement Blind Spots & How To Fix Them

Feb 18 - 7pm Delray Beach AAII SE FL Meeting
Christine Benz - Director of Personal Finance - Morningstar, Inc.

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 Christine Benz:
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.

Date: Tuesday Feb 18, 2020 - 7pm
6:45 pm : Doors open
7:00 pm: Program Start
8:45 pm: Program End

Admission: $10.00 | No Charge for Students with ID
Location: Palm Beach South County Civic Center
16700 Jog Road, Delray Beach, FL 33446

Note: All AAII presentations are intended to be educational and never to be considered as trading or investing advice. Speakers and products mentioned at meetings are not an endorsement by AAII.
For more info on AAII Visit : https://www.aaii.com/

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Whether you are a Beginner or Advanced - Attend and Learn,
or be refreshed with ideas on how to look at the market by
using chart patterns to determine potential price targets.

Open to the Public - Education - Networking

The AAII Mission
The American Association of Individual Investors is an independent nonprofit corporation formed in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.