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Webinar | Stop Guessing. Start Building a Better Retirement Plan. April 16

  • Writer: WISE Investors
    WISE Investors
  • 2 days ago
  • 1 min read


Back by Popular Demand: WISE Welcomes Back Retirement Expert Christine Benz

WISE is delighted to welcome back Christine Benz, Morningstar’s celebrated Director of Personal Finance and Retirement Planning, for an exclusive live webinar on one of the most important topics facing investors: how to build a resilient retirement portfolio.


Drawing on her widely respected research and her “good enough” philosophy, Christine helps investors focus on what truly matters and avoid getting lost in unnecessary complexity.


What You’ll Learn

  • Why a simple investment plan can be most effective

  • Why Social Security is the linchpin of many retirement plans

  • Strategies for reducing risk as retirement approaches

  • Tax planning strategies for retirement

  • The role of annuities and other income sources

  • What women need to know about retirement saving

  • How to successfully transition from saving to spending


Following the tremendous response to her previous WISE appearance, Christine returns to share practical, real-world guidance on constructing a retirement portfolio designed to support long-term financial security and peace of mind.


Bring your questions for live Q&A.



 
 
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