Morningstar's Christine Benz - Open Investment Lecture

ven. 16 novembre à 01:00

Fuseau horaire : Paris (GMT+02:00)

Bistro B @ The Westport Inn


Director of Personal Finance, MORNINGSTAR, Inc. ALL EVENTS OPEN TO THE GENERAL PUBLIC – you do not have to be an AAII member to attend. All attendees receive 30 days of FREE premium access to and a free copy of the Morningstar newsletter !!! Topic: 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 fund investing and the top performing funds and categories, per request

from our members in attendance. Speaker: Christine Benz is director of personal finance for Morningstar and senior columnist for, focusing primarily on retirement planning and investment portfolio strategies. Benz 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 have no idea how much money we’re leaving on the table. Fees:

In Advance: $7

At the Door: $12

Deadline: (Postmarked by 11/10, online by 11/13) Advance (mail check to - payable to "AAII"):

AAII South/Central

New England Chapter

c/o Gregory Blosick

5 Milhaven Drive

West Haven, CT 06516


Bistro B @ The Westport Inn

Nous avons temporairement désactivé la possibilité de naviguer vers les tags.