The AAII Chicago Chapter presents...

Strategies for Creating Your Retirement Paycheck

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

Over the last 30 years, the financial landscape facing retirees has changed significantly. One’s former employer paid a lifetime pension and bank CDs paid a reasonable 5% interest rate per year. That is no longer the case. Employers are replacing guaranteed pensions with 401(k)s, and the Federal Reserve is subsidizing borrowers by forcing the interest rates on safe investments down to almost zero. Christine Benz will discuss these developments and the challenges now facing the recently retired and those planning to do so soon. She’ll share her recommendations for negotiating the new reality and introduce a total return “bucket” approach to planning your retirement.

Attend This Meeting and Learn...
The key ingredients for successful retiree portfolios today and why each is important
The advantages of the total return “bucket” approach to retirement income planning
How to implement the bucket approach

Saturday, May 17, 2014
9:30 a.m.    Registration
9:30 a.m.    Continental Breakfast
10:00 a.m.    Program
11:00 a.m.    Q&A
DePaul University Center, Conference Center – 8th Floor, Room 8005
One East Jackson, Blvd.
Chicago, IL 60604
[ Map This Location ]
In Advance (by 5/14)
Everyone, $25/person
credit card payments not accepted
At the Door, space permitting
Everyone, $30/person
No Refunds

  Special Interest Groups (SIGs)


Herb Brandwein, 847/933-9190,
Meets year round at 7000 N. McCormick Blvd., Lincolnwood, North of Peterson & Lincoln/South of Touhy, at 6:30 p.m. on the third Tuesday of the month (second Tuesday in November and December).

Vic Grossi, 847/826-3799,
Meets at 7:00 p.m. on the fourth Tuesday of the month at the Northbrook Chamber of Commerce Building, 2002 Walters Ave., Northbrook, Illinois.

Northwest Suburban
Chuck Kitzman, 847/577-7068,
Usually meets the fourth Wednesday of the month at the Palatine Library, 700 N. North Court, Palatine, from 7:00 p.m.

Larry Wachowiak,
Meetings are held on the last Wednesday of the month from 6:30 p.m. to 8:30 p.m. in the Fridh Room inside Stewart Square in downtown Rockford at the SW corner of State Street and Main Street. Enter the building through Kryptonite Bar. For information, contact Larry Wachowiak at

South Suburban
Marge Street, 708/798-4099
Usually meets from 10:00 a.m. on the first Saturday of each month at the Flossmoor Public Library, 1000 Sterling Ave., Flossmoor.

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