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February 7 - 10, 2019 | Orlando

Workshop Details

Fri., Feb. 8, 11:15 AM - 12:00 PM
Friday

Seven Keys to Successful Retirement Plans

Given still-low yields and the ebbing away of pensions, retirement planning today is much more challenging than it was even 20 years ago. Christine Benz will discuss the keys to crafting a retirement portfolio that's well-balanced, tax-efficient, and low-maintenance. She will also share some model portfolios populated with Morningstar's high-conviction mutual fund and exchange-traded fund picks.

speaker photo RETIREMENT
Christine Benz

Director of Personal Finance

Morningstar, Inc.