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AAII Boston Dinner with Benz and Mackintosh

AAII Boston Chapter

Wednesday, November 14, 2018 from 5:30 PM to 9:30 PM (EST)

AAII Boston Dinner with Benz and Mackintosh

Ticket Information

Ticket Type Sales End Price Fee Quantity
Program Only
Both Presentations (theater style seating)
Ended $17.00 $0.00
Program + Dinner (Chicken Parmesan)
• Parmesan Chicken with Cranberry Sage Stuffing and Chef’s Selection of Complimentary Sauce (…with Mixed Greens Salad, Dinner Rolls, Spaghetti, Seasonal Vegetables, Dessert, and Beverage)
Ended $50.00 $0.00
Program + Dinner (Fish)
• Fresh catch with Cracker Crumb Crust and Lemon Butter Sauce (…with Mixed Greens Salad, Dinner Rolls, Rice Pilaf, Seasonal Vegetables, Dessert, and Beverage)
Ended $50.00 $0.00
Program + Dinner (Vegetarian)
• Portobello and Vegetable Short Stack with Roasted and Grilled Zucchini, Squash, Eggplant, Red Onion, Peppers, Wilted Spinach and Pesto Oil (…with Mixed Greens Salad, Dinner Rolls, Rice Pilaf, Seasonal Vegetables, Dessert, and Beverage)
Ended $50.00 $0.00

Share AAII Boston Dinner with Benz and Mackintosh

Event Details

Fourth Quarter Dinner Program with Two Speaker Presentations


     CHRISTINE BENZ, Director of Personal Finance, Morningstar,

"The Bucket Approach to Retirement Planning: The Devil is in the Details"


     STUART P.M. MACKINTOSH, PhD, Exec. Dir. Group of Thirty & Pres. National Assn for Business Economics

"Trade, Anti-Globalization, Populism: What, Me Worry?"


At first blush, the bucket approach to retirement portfolio management appears to be a model of simplicity. But logistical questions abound. How should the buckets be maintained, and where should a retiree turn for cash? How does a bucket approach work across multiple account types, and how many buckets are optimal? In this presentation, Christine Benz will delve into the (sometimes messy) details of implementing a bucket strategy. Additional coverage will include a thorough Q&A session on any and all aspects of successful mutual funds investing & the top performing funds and categories - per request from our members in attendance.

Christine Benz is director of personal finance for Morningstar and senior columnist for, focusing primarily on retirement planning and investment portfolio strategies. She is the author of "30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances" (Wiley, 2010). In addition, Benz is 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 also served as Morningstar's director of mutual fund analysis.

You will learn:

-The basic thesis behind a bucket approach to retirement portfolio management.

-The pros and cons of different approaches to bucket portfolio maintenance.

-How to reduce the drag of taxes when implementing a bucket strategy across multiple account types (IRAs, taxable accounts, etc). 


In his presentation, Stuart P.M. Mackintosh will cover the political and economic risks in our global environment and why populism and tribalism risks are chastening the global economy. Direct coverage will include: a better understanding of dynamic shifts with multiple nations; how current debt levels are a driver of risk; and an assessment of how our policy makers are performing.

Stuart P.M. Mackintosh, Ph.D., is the executive director of the Group of Thirty, an international financial think tank comprising senior figures from central banking, the financial sector, and academia. In 2016, Mackintosh was elected president of the National Association for Business Economics, the largest professional organization of economists in the U.S. He is also a member of the Conference of Business Economists, composed of the 50 leading economists in North America. Mackintosh has a B.A. and Ph.D. from Newcastle University and a M.Sc. from the University of Edinburgh. In 2015, he published “The Redesign of the Global Financial Architecture: The Return of State Authority” (Routledge).

You will learn:

-The major risks ahead for the global economy.

-The likely impact of anti-trade policies/trade wars.

-The upcoming threats to positive economic indicators.


          Due to the expected popularity of this event and limited availability we highly recommend advance online registration (by 11/10) to assure your place at the dinner service or in theater style seating.  Program-Only admission may be possible at the door, but Dinner requests cannot be granted at the door without advance reservation.

          5:30 Reception (Vestibule)

          5:50 Mackintosh Presentation

          7:00 Dinner Service

          8:10 Benz Presentation

          9:25 Final Q&A/ Adjournment

                    Both presentations are included with admission.  EventBrite and credit card fees are included in the price.  All are welcome - membership is not required.

Have questions about AAII Boston Dinner with Benz and Mackintosh? Contact AAII Boston Chapter

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When & Where

Embassy Suites Boston/Waltham
Riverbank Ballroom
550 Winter St.
Waltham, MA 02451

Wednesday, November 14, 2018 from 5:30 PM to 9:30 PM (EST)

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