News Column

BRIEF: Retirement planning talk topic

September 1, 2014

Albuquerque Journal, N.M.

Sept. 01--Christine Benz, director of personal finance for Morningstar Inc. will speak on "Strategies for Pursuing Your Retirement Paycheck" Sept. 17 at 7 p.m. at the MCM Elegante, 2020 Menaul NE in Albuquerque.

The American Association of Individual Investors, New Mexico chapter, is proud to be hosting the event.

Ticket price is $15 per person, $20 per couple at the door; $12 per person, $15 per couple in advance; and $5 for active military

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 of the disappearing traditional pension and historically low interest rates, organizers said.

She will share her recommendations for how to deal with these challenges by using the "bucket" approach to retirement portfolio planning.

Benz is the author of "30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances." Benz is also co-author of "Morningstar Guide to Mutual Funds: 5-Star Strategies for Success," a national best-seller published in 2003, and author of its second edition published in 2005.

For more information contact chapter President George Proctor at 505-239-0102 or aaii.albuquerque@


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Source: Albuquerque Journal (NM)

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