How to Create a Portfolio for Retirement

Presented by Christine Benz,

Morningstar

Synopsis

In this AAII VES Class, Morningstar's Director of Personal Finance and Retirement Planning, Christine Benz discusses the key elements relating to the creation, monitoring and redemption of a retirement portfolios assets. This comprehensive educational guest segment includes a number of educational enhancements including definitions, slides and several additional research articles.

Class Details

Duration:	24 Minutes
Credits:	1
Words of Wisdom:	Yes
Segment Inc. Bonus:
Topic:	Retirement Investing
Knowledge Level:	Basic - Intermediate
Appropriate For:	Retirement Investors
Pre-Class Suggestions:	The Wealth-Building Process
Class-Associated Tools:
EI Course Inclusion :	FlexiLearn

Additional Elements Included:

•Class Discussion Forum
•Class Survey
•Key Terms and Definitions
•Learning Objectives
•Lesson Summary
•Preliminary Education Materials
•Presentation Slides (PDF)
•Resource Articles & Studies
•Speaker Bio / Contact Info
•Testing for Class Credits

About the Instructor

Christine Benz

Area of Expertise: mutual funds

Website: morningstar.com

Books: “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement,” “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances” and “Morningstar Guide to Mutual Funds: 5-Star Strategies for Success”

Topics Presented in Speeches: “Morningstar’s Best Ideas for the Current Year and Beyond”

Email: christine.benz@morningstar.com

Biography:
Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement” (Harriman House, 2024). She is also the author of “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances” (John Wiley and Sons, January 2010), co-author of “Morningstar Guide to Mutual Funds: 5-Star Strategies for Success,” a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, Benz served as Morningstar’s director of mutual fund analysis. She has also served as editor of Morningstar Mutual Funds, Morningstar FundInvestor and Morningstar Practical Finance.