How to Retire: CliffsNotes Edition - by Christine Benz, Morningstar

Planning for retirement isn’t just a matter of lining up financial resources–though that’s a crucial step. It’s also important to determine what will provide structure, purpose and identity, and relationships when you’re no longer working. Christine Benz will discuss key takeaways from her recent book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. She’ll assess the importance of guaranteed income in retirement, structuring an investment portfolio to support in-retirement cash flows, and thinking through how you’d pay for long-term care, among other topics.

In this presentation, you’ll learn:

• The value of guaranteed lifetime income sources, especially Social Security, and how to identify your own retirement income style
• How to build a portfolio for retirement that will provide stability and long-term growth
• How to develop a long-term care plan, regardless of your financial resources