The AAII Pittsburgh Chapter presents...

"Strategies for Pursuing Your Retirement Paycheck"

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar, Inc.

Over the last three decades, the financial landscape facing retirees has changed significantly. Interest rates have reached historic lows, and traditional pensions are disappearing. Morningstar’s Christine Benz will discuss these developments and the challenges now confronting the recently retired and those who will do so soon. She’ll then share her recommendations for negotiating the new realities and introduce a total-return, “bucket” approach to planning your retirement portfolio.

Attend This Meeting and Learn...
Key ingredients for successful retirement portfolios today, and why each is important
Advantages of a total-return, “bucket” approach to planning for retirement income
How to implement the bucket approach

Tuesday, November 19, 2013
7:00 p.m.    Registration/Social
7:30 p.m.    Program
Comfort Inn Pittsburgh East
699 Rodi Road
Pittsburgh, PA 15235
[ Map This Location ]
In Advance (by 11/14), Everyone, $10/person
At the Door space permitting, Everyone, $14/person
Register online at
No Refunds.

RSVP Online »

Subgroup 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.


All SIG meetings are held at the Comfort Inn Pittsburgh East, except where noted below. See the chapter website at for upcoming dates and topics.

IBD SIG (held at Panera Miracle Mile)
Brett Pechersky,
Start time: 7:00 p.m., Thursdays, October 24, 2013 and December 12, 2013

Rational Investing/VectorVest SIG
Herb Geissler,
Start time: 6:00 p.m., Thursday, November 14, 2013

Seeking Value SIG (held at Sewickley Library)
Larry Coudriet,
Start time: 7:00 p.m., dates to be announced.

Technical Analysis/MetaStock SIG
Buck Gray,
Start time: 7:00 p.m., dates to be announced.

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