In 2020, Barron's named Christine Benz to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron's named her as one of the 10 most influential women in wealth management. She is making a return visit to the San Diego Chapter and your are invited to attend in person or via our Zoom broadcast. She will lead a discussion on her newly published book " How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement".
We are excited to announce that Christine Benz is returning to AAII San Diego! Since her last visit, she has published a book entitled "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." Christine a Senior Columnist for morningstar.com and cohosts the podcast "The Long View". Her latest book is
How to Retire. The advice in this book covers both financial issues and behavior considerations that affect our financial health. The book contains 20 lessons for a happy, successful, and wealthy retirement. You can listen to a recent interview on the
Long View to preview Christine's insight into her latest writing. We encourage you to bring your copy of the book to this Chapter Meeting.
There will be time for her to sign the books after her presentation. Bonus: Each in person attendee will receive a raffle ticket for an opportunity to bring home Chrisitnes book (Five chances to win!)Attend and learn:
- How do you de-risk your portfolio as you approach the time to withdraw from your retirement savings?
- If you got a late start in retirement savings, what is the best way to catch up?
- Sage advise for younger generations entering the workforce on how to maximize their investment plans.
Registration:Please click here to register for in-person attendance.Can't make it, or are you one of our remote members? No problem.
Please click here to register using the Zoom link.Please visit our San Diego Community page for all the details:
Very respectfully,
Jim Hoffmann
secretary, AAII San Diego
------------------------------
Jim Hoffmann, secretary@aaiisandiego.com
------------------------------
Jim Hoffmann,
secretary@aaiisandiego.com------------------------------