The Pre-Retirement Life Stage Chapter is excited to host
Christine Benz for their zoom presentation on
Wed. Aug. 25, 2021, at 8:00 pm ET.
Christine is the Director of Personal Finance and Senior Columnist at Morningstar. She is a Bogleheads favorite, coming to our BH Conferences, spending hours meeting & chatting with everyone, and participating on the Panel of Experts
We have all benefited from her many wonderful interviews of Mr. Bogle, and her excellent articles, books and podcasts.
Meeting topic -
"Six Retirement Blind Spots and How to Fix Them"
Even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk, and underspending. Morningstar's Christine Benz will outline how to safeguard your portfolio and your plan against these risk factors. She will also share her favorite in-retirement mutual funds and exchange-traded funds (ETFs), and discuss her model bucket portfolios geared toward retirees.
Investors in all Life Stages of investing will enjoy this meeting - never too early to know what lies ahead preparing for retirement
Here is more information about Christine -
-- with Morningstar since 1993, and "has made educating the average investor the central goal of her 28-year career in finance."
-- guest on Rick Ferri's "Bogleheads On Investing Podcast"
Episode #004 (Dec. 2018)
-- In March 2020, Christine was named to
Barron's Inaugural List of the 100 Most Influential Women in U.S. Finance, and made
the List again in 2021
Barron's wrote:Amid the pandemic, Christine Benz has adapted to a mostly online world and forged ahead with her calling: making complex investment topics clear and accessible. . . . She gives sound, practical advice, not just because she's a great analyst, but because she is willing to put herself in her readers' shoes.
You can submit your Qs ahead of time with the RSVP
HERE - or type them into the chat window during the Q&A session following the presentation. Although RSVPs are encouraged, it's not necessary to RSVP to come to the meeting. All responses are anonymous.
The presentation portion of the meeting will be recorded. The Q&A following the presentation will not be recorded.
Zoom link - also posted on the
BH Blog Calendar of Events.
Hope everyone can join the Pre-Retirement chapter for this meeting