Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement” (Harriman House, 2024), “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances” (John Wiley and Sons, 2010), and co-author of “Morningstar Guide to Mutual Funds: 5-Star Strategies for Success,” a national bestseller. Before assuming her current role in 2008, Benz served as Morningstar’s director of mutual fund analysis and editor of Morningstar Mutual Funds, Morningstar FundInvestor and Morningstar Practical Finance. Christine holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign.
Morningstar director of personal finance and retirement planning Christine Benz will discuss key lessons from her bestselling book, How to Retire. She’ll cover safe withdrawal rates, in-retirement portfolio construction, and different approaches to generating retirement income, among other topics. She’ll also consider nonfinancial aspects of successful retirements, including maintaining relationships and purpose later in life and evaluating in-retirement living arrangements.
Attend this talk and learn…