Posted on November 13, 2013 | Local Chapters
Date: Tuesday, November 19, 2013
Topic: Strategies for Pursuing Your Retirement Paycheck
Speaker: Christine Benz, Director of Personal Finance, Morningstar, Inc.
Over the last three decades, the financial landscape facing retirees has changed significantly. Interest rates have reached historic lows, and traditional pensions are disappearing. Morningstar’s Christine Benz will discuss these developments and the challenges now confronting the recently retired and those who will do so soon. She’ll then share her recommendations for negotiating the new realities and introduce a total-return, “bucket” approach to planning your retirement portfolio.