The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and/or individual stocks. A not-for-profit organization, AAII arms individual investors with the understanding and tools needed to manage their finances more effectively and profitably.
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:
About Christine Benz
Christine Benz is Director of Personal Finance for Morningstar, senior columnist for Morningstar.com, and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010). Ms. Benz has worked as an analyst and editor at Morningstar since 1993. Before assuming her current role in 2008, she served as Morningstar's Director of Mutual Fund Analysis and editor of several Morningstar publications, including PracticalFinance, Morningstar® Mutual Funds, and Morningstar® FundInvestor.
She co-wrote the Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, a 2003 national bestseller, and authored the 2005 second edition. Christine holds a bachelor's degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign.
Reasons to attend:
REGISTRATION/SOCIAL: 7:00 to 7:30 PM
COST: $10.00 by Saturday, 16 Nov 2013 or $14.00 at the door, space permitting. (Sorry, no refunds)
LOCATION: Comfort Inn Conference Center
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Access archived SIG presentations
The Chapter Picnic was held Saturday, August 10, 2013 at Settlers Cabin Park.
There are no investing seminars scheduled at this time.