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7 Keys to a Successful Retirement Portfolio Plan - Christine Benz
Saturday, May 21, 2016 from 9:45 AM to 12:45 PM

Given the low yields and the ebbing away of pensions, retirement planning today is much more challenging than it was even 20 years ago. Morningstar Director of Personal Finance Christine Benz will discuss the keys to crafting a retirement portfolio that’s balanced, tax-efficient, and low-maintenance. She will also share some model portfolios populated with Morningstar’s high-conviction mutual fund and exchange-traded fund picks.

Christine Benz is Director of Personal Finance for Morningstar and senior columnist for Morningstar.com, 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.

Attend this meeting to learn:
  • How to construct an in-retirement portfolio that syncs up with your spending horizon
  • How to test your portfolio’s long-run sustainability, given your anticipated spending needs
  • How to identify the key asset classes that belong in all retiree portfolios

Date: Saturday May 21, 2016 Location: Mercer Island Community and Event Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
(206) 236-3545
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Time: 9:30 a.m. — Registration
9:45 a.m. — Presentation begins
12:45 p.m. — Adjournment

Payment:

In Advance: (postmarked by 5/16 or online by 5/20)

Register via Eventbrite.com 

Register via postal mail-in form

Please send a contribution of any amount of your choice for each person who will attend. The more you contribute, the better speakers we can bring you.

At the Door: 

Space permitting, maximum 200.  We accept a contribution of any amount at the door for each person who attends.

Refunds: 

Contact us at least 24 hours prior to the meeting for a full refund.


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