The AAII Houston Chapter presents...

"Strategies for Pursuing Your Retirement Paycheck"

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

Morningstar’s director of personal finance 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. Challenges include the disappearing traditional pension, historically low interest rates, uncertain Social Security prospects, etc. Come hear a premier personal financial adviser share her recommendations on how to deal with these challenges by using the “bucket” approach to retirement portfolio planning. Then stick around while she takes your questions.

Attend This Meeting and Learn...
The key ingredients for retiree portfolios today and why each is important
The advantages of the bucket approach to retirement income planning and how that approach addresses the key issues
How to implement the bucket approach

Tuesday, March 12, 2013
6:30 p.m.    Registration/Social/Refreshments
7:00 p.m.    Program
8:00 p.m.    Q&A
Sosa Community Center
1414 Wirt Road
Houston, TX 77055
[ Map This Location ]
In Advance (by 3/6)
AAII Member and Family, $15/person; Nonmembers, $20/person
PayPal link:

No Refunds

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  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Options SIG

Contact: Rohit Millstein,
Meetings are held on the first Tuesday of the month at the Sosa Center (1414 Wirth Rd., Houston, 77055) at 6:30 p.m. Beginners are encouraged to contact Rohit to organize special sessions. Meeting dates for 2013 are as follows:
March 5, April 2 and May 7, 2013.

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