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The AAII Long Island Chapter presents...


"Strategies for Pursuing Your Retirement Paycheck"

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar, Inc.

Morningstar Director of Personal Finance Christine Benz will review the key ingredients that every retiree should have in his or her portfolio. She'll also discuss the key steps to take when implementing a total return approach to retirement-portfolio management, and will share model mutual fund and exchange-traded fund portfolios constructed using the "bucket" approach.

Attend This Meeting and Learn...
Key ingredients retirement plans must include: liquidity, inflation protection, longevity protection and the ability to put plans on ?cruise control?
Key steps when gauging the sustainability of a retirement plan, including some new perspectives on the "4% rule"
How a total return approach to portfolio management can help retirees cope and even thrive in the current very low-yield environment

  MEETING DETAILS
Date:
Thursday, May 16, 2013
(Location Change)
Time:
6:45 – 7:30 p.m.    Registration/Social/Refreshments,
7:30–9:30 p.m.    Program
following program    Q&A
Location:
Bertucci’s Restaurant
881 Walt Whitman Rd.
Melville, NY 11747
631/427-9700
[ Map This Location ]
Payment:
In Advance (by 5/10)
AAII Members and Family, $20/person;
Nonmembers, $25/person
At the Door
space permitting
Everyone, $30/person
No Refunds

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