Join the AAII –PORTLAND CHAPTER
Morningstar’s director of personal finance Christine Benz will discuss how the retirement landscape has changed over the last 30 years, and the challenges that current and future retirees face as a result, including the disappearing traditional pension and historically low interest rates.
She’ll then share her recommendations for how to deal with these challenges by using the “bucket” approach to retirement portfolio planning. She'll also provide some sample portfolios, using ETFs and mutual funds, using the bucket strategy.
Attend this meeting to learn:
1.The key ingredients for successful retiree portfolios today and why each is important
2.The advantages of the bucket (total return) approach to retirement income planning
3.How to implement the bucket approach
Reasons to attend:
1.To compare and contrast income-centric and total-return centric retirement portfolios
2.To discuss model ETF and traditional mutual fund retirement portfolios composed of Morningstar’s best ideas
3.To become aware of other key issues regarding retirement portfolio distributions, including sustainable withdrawal rates and tax-efficient withdrawal considerations
Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010).
Ms. Benz is also 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.
SAVE THESE DATES
Here’s a few of AAII Portland Chapter’s upcoming meetings at the East Portland Community Center (EPCC).
You won’t want to miss these speakers—so mark your calendar now!
Meetings are open to AAII members and non-members.
Date: Monday, May 18, 2015Topic:Supercharge Your Trading
By: Ray Rondeau, Professional Trader, CMC Investing
Date: Saturday, July 11, 2015Topic:Live It Up Without Outliving Your Money
By: Paul Merriman, President of The Merriman Financial Education Foundation
When & Where
AAII Portland Chapter
American Association of Individual Investors is an independent, non-profit organization offering resources to anyone who wishes to learn about investing. The Portland Metro chapter holds general meetings six times a year (Jan/Mar/May/Jul/Sep/Nov), usually on the second Saturday. We invite speakers from academia and industry to discuss every aspect of investing.
Meetings are open to all -- register in advance here on Eventbrite for 10-15 dollars or purchase entry at the door for 20.