The AAII Denver Chapter presents...

"Strategies for Pursuing Your Retirement Paycheck"

(Sold Out)

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

With ultra-low bond yields and fewer people having pensions, creating a successful retirement financial plan has become more challenging. This presentation will cover how to structure a sensible, well-balanced portfolio to provide for ongoing living expenses as well as long-term growth potential. Christine Benz will also share model in-retirement portfolios based on Morningstar’s current top mutual fund and ETF picks.

Attend This Meeting and Learn...
How to set a sensible asset allocation plan for your retirement portfolio
How to determine a sustainable withdrawal rate and the importance of revisiting that decision if circumstances change
Constructing a portfolio focused on total return, not current income alone

Thursday, September 18, 2014
6:20 p.m.    Registration/Social, Refreshments
7:00 p.m.     Program
8:25 p.m.    Q&A
Good Shepherd Episcopal Church
8545 East Dry Creek Rd. - Address Correction
About one mile west of I-25 on Dry Creek Rd. Church is at the traffic light, on north side; park in rear.
Centennial, CO 80112
[ Map This Location ]
In Advance (postmarked by 9/11) AAII Member & Member’s
Family, $8/person; Nonmembers, $13/person
Postmarked After 9/11
Everyone, $15
At the Door
(space permitting)
Everyone, $15

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Topic/Date/Place info for all SIG events is listed at

Book Discussion Group—Ken Van Pala, 720/480-8621,
Next meeting: September 16. Reading: “Behavioral Investing” by Kerry Johnson, Ph.D. May attend without reading the book. Englewood Library, 6:30 p.m. Englewood Library, 6:30 p.m.
The book club is seeking a new coordinator, duties are minimal. Contact Ken for more information.

Monday Breakfast Group—Denise Zoros,
Broken Tee Golf Club, Englewood.
Second Mondays, 7-9 a.m
Next meeting: September 8. See calendar for topic.
Tuesday Breakfast Group—Nancy Reese,
The Egg & I, Lakewood. First Tuesdays, 7-9 a.m.
Next meeting: September 2. See calendar for topic.

Trading, Options & Technical Analysis Group—Warren Cramer,
Next meeting: September 10. See calendar for topic. Englewood Library, 6:30 p.m.

Boulder Group—Clint Heiple,, 720/562-8067

Colorado Springs Group—Mike Cather, or Rod Schlater,
Fourth Tuesdays, 7 p.m. at Colorado Springs Senior Center, 1514 Hancock St., N of Unitah

Next meeting: August 26. Topic: “Why Technical Analysis Is Essential,” presented by Don Cassidy.

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