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The AAII Central Florida 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...
The key ingredients for successful retiree portfolios today
The advantages of the bucket (total return) approach to retirement income planning
How to implement the bucket approach

  MEETING DETAILS
Date:
Wednesday, February 19, 2014
Time:
6:30 p.m.    Registration/Social/Refreshments
7:00 p.m.    Program
8:00 p.m.    Q&A
Location:
University Club of Winter Park
841 N. Park Ave.
Winter Park, FL 32789
[ Map This Location ]
Payment:
In Advance (by 2/17)
AAII Member and Family, $5/person; Non-members, $7/person
At the Door (space permitting) Everyone, $10/person
No Refund

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