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The AAII Connecticut Chapter presents...


"Strategies for Pursuing Your Retirement Paycheck"

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

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.

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:
Wednesday, May 21, 2014
Time:
6:00 p.m.    Registration/Social
7:00 p.m.    Dinner
8:00 p.m.    Program
Location:
The Waters Edge at Giovanni's II
2748 Boston Post Rd. (US-1)
Darien, CT
203-325-9979
[ Map This Location ]
Payment:
In Advance
Program & Dinner, $50/person; Program Only, $25/person
At the Door space permitting
Program & Dinner, $55/person; Program Only, $25/person
No Refunds

  SUBGROUPS
Computerized Investing—Meets at the University of New Haven, Maxcy Hall, room 218, 10 a.m.–12 p.m., on or around the fourth Saturday of each month. Their Web address is www.newhaven.edu. Gregory Blosick, 203/931-0322, Gregory_Blosick@msn.com.


Mutual Fund Interest Group—Meets at the Westport Public Library, seminar room, second floor, 7–9 p.m., on or around the 2nd Tuesday of odd months (except July). Their Web address is www.westportlibrary.org. John Swensson, 203/322-9532.

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