The AAII Denver Chapter presents...

Strategies for Pursuing Your Retirement Paycheck

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

With ultra-low bond yields and fewer people having pensions, creating a successful retirement financial plan has become more challenging. This presentation will cover how to structure a sensible, well-balanced portfolio to provide for ongoing living expenses as well as long-term growth potential. Christine Benz will also share model in-retirement portfolios based on Morningstar’s current top mutual fund and ETF picks.

Attend This Meeting and Learn...
How to set a sensible asset allocation plan for your retirement portfolio
How to determine a sustainable withdrawal rate and the importance of revisiting that decision if circumstances change
Constructing a portfolio focused on total return, not current income alone

Thursday, September 18, 2014
6:20 p.m.    Registration/Social, Refreshments
7:00 p.m.     Program
8:25 p.m.    Q&A
Good Shepherd Episcopal Church
8545 East Dry Creek Rd. - Address Correction
About one mile west of I-25 on Dry Creek Rd. Church is at the traffic light, on north side; park in rear.
Centennial, CO 80112
[ Map This Location ]
In Advance (postmarked by 9/11) AAII Member & Member’s
Family, $8/person; Nonmembers, $13/person
Postmarked After 9/11
Everyone, $15
At the Door
(space permitting)
Everyone, $15

  Special Interest Groups (SIGs)

Topic/Date/Place info for all SIG events is listed at

Book Discussion Group—Ken Van Pala, 720/480-8621,
Next meeting: September 16. Reading: “Behavioral Investing” by Kerry Johnson, Ph.D. May attend without reading the book. Englewood Library, 6:30 p.m. Englewood Library, 6:30 p.m.
The book club is seeking a new coordinator, duties are minimal. Contact Ken for more information.

Monday Breakfast Group—Denise Zoros,
Broken Tee Golf Club, Englewood.
Second Mondays, 7-9 a.m
Next meeting: September 8. See calendar for topic.
Tuesday Breakfast Group—Nancy Reese,
The Egg & I, Lakewood. First Tuesdays, 7-9 a.m.
Next meeting: September 2. See calendar for topic.

Trading, Options & Technical Analysis Group—Warren Cramer,
Next meeting: September 10. See calendar for topic. Englewood Library, 6:30 p.m.

Boulder Group—Clint Heiple,, 720/562-8067

Colorado Springs Group—Mike Cather, or Rod Schlater,
Fourth Tuesdays, 7 p.m. at Colorado Springs Senior Center, 1514 Hancock St., N of Unitah

Next meeting: August 26. Topic: “Why Technical Analysis Is Essential,” presented by Don Cassidy.

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