Northern New Jersey Chapter Future Meetings
Mark Your Calendar!

There are no upcoming meetings for Northern New Jersey at this time

The AAII Northern New Jersey Chapter presents...


"Strategies for Pursuing Your Retirement Paycheck"

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar Inc.; Senior Columnist, Morningstar.com

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’ll then share her recommendations for how to deal with these challenges by using the “bucket” approach to retirement portfolio planning.

Attend This Meeting and Learn...
To compare and contrast income-centric and total-return-centric retirement portfolios
To discuss model ETF and traditional mutual fund retirement portfolios composed of Morningstar’s best ideas
To become aware of other key issues regarding retirement portfolio distributions

  MEETING DETAILS
Date:
Monday, November 11, 2013
Time:
6:15 p.m.    Registration/Social
6:30 p.m.    Program
7:15 p.m.    Q&A
Location:
Saddle Brook Marriott
138 New Pehle Ave.
Saddle Brook, NJ 07663
201/843-9500
[ Map This Location ]

Payment:
In Advance (If check not received by 11/5, please pay at door)
Everyone, $10/person
At the Door
Everyone, $15/person
Reservations are not required. No Refunds.

Return to Northern New Jersey Chapter home page