Albuquerque Chapter Future Meetings
Thursday, October, 23, 2014
Mark Your Calendar!
Speaker: Ronald Muhlenkamp, president, Muhlenkamp & Co.
Topic: Energy and Natural Gas
The AAII Albuquerque Chapter presents...
"Strategies for Pursuing Your Retirement Paycheck"
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 will then share her recommendations for how to deal with these challenges by using the “bucket” approach to retirement portfolio planning.
Director of Personal Finance, Morningstar
|Attend This Meeting and Learn...|
|| The key ingredients for a successful retiree portfolio today and why each is important
|| The advantages of the total return “bucket” approach to retirement income planning
|| How to implement the bucket approach
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