Upcoming Chapter Meeting: AAII Central Florida

Posted on February 12, 2014 | Local Chapters


Date: Wednesday, February 19, 2014
Topic: Strategies for Pursuing Your Retirement Paycheck
Speaker: Christine Benz, Director of Personal Finance, Morningstar Inc.; Senior Columnist, Morningstar.com

Morningstar’s director of personal finance, Christine Benz, 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.

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