Get a Leg Up on Retirement: Free Online Events from Morningstar

Posted on March 11, 2014 at 6:00 am

by Carlie Hoffman

Planning for retirement can feel overwhelming. Learning the importance of sound financial strategies today can help you feel prepared for the future. That’s why Morningstar® Investment Research Center℠ is offering the opportunity to take part in a complimentary, live online event with Christine Benz, Morningstar’s director of personal finance.

Christine will talk about the key components of retiree portfolios today and some model ‘bucket’ portfolios. She’ll close the session by answering questions from the audience. Register today.

This event is the first installment of a four-part series of live web sessions on investment topics hosted by Morningstar’s financial experts.

Schedule of Events

Mar 27 at 5:30pm
Retirement Portfolio
with Christine Benz

Jun 19
Dividend Paying Stocks
with Josh Peters, editor of Dividend Investor newsletter

Sep 24
Financing a College Education
with Adam Zoll, assistant editor of

Dec 11
Give Your Portfolio a Checkup
with Christine Benz

Money Smart Week Event – Make the Most of your 401(k)

Apr 7 at 3:30pm

Morningstar’s Christine Benz and Adam Zoll will discuss how to make the most of your 401(k) (or 403b/457) and help evaluate your company’s retirement plan to select the right investments. Watch the live stream video or the recording. If you’re able to join us, please RSVP here by April 1st. We’re limiting this event to 75 people, so please register early.

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