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February 6 - 8, 2020 | Orlando

Workshop Details

Fri., Feb. 7, 3:00 PM - 3:45 PM
Friday

Six Retirement-Portfolio 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.

speaker photo RETIREMENT
Christine Benz

Director of Personal Finance

Morningstar, Inc.

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