AAII-SV June Event: Morningstar's Best Ideas and 7 Keys to a Retirement Portfolio

Session 1: MORNINGSTAR’S BEST IDEAS FOR 2016 AND BEYOND

Christine will share Morningstar’s outlook for various parts of the stock market based on the firm’s equity analysts’ bottom-up research. She’ll also discuss the analysts’ best ideas across a swath of investment vehicles: individual stocks, mutual funds and exchange-traded funds. Finally, she’ll present model retirement portfolios consisting of the firm’s top-rated mutual funds and exchange-traded funds.

YOU WILL LEARN:

1. Morningstar’s criteria and systems for rating stocks and funds.

2. Which parts of the equity market are attractively valued or overvalued

3. Best ideas for retirement planning.

Session 2: 7 KEYS TO A SUCCESSFUL RETIREMENT PORTFOLIO PLAN

Given low yields and the ebbing away of pensions, retirement planning today is much more challenging than it was even 20 years ago. Christine will discuss the keys to crafting a retirement portfolio that’s well-balanced, tax-efficient, and low-maintenance. She will also share some model portfolios populated with Morningstar’s high-conviction mutual fund and exchange-traded fund picks.

YOU WILL LEARN:

1. How to construct an in-retirement portfolio that syncs up with your spending horizon

2. How to test your portfolio’s sustainability given your anticipated spending needs

3. Which key asset classes belong in all retiree portfolios

Presented by: Christine Benz, Director of Personal Finance, Morningstar

About Christine Benz: Christine is director of personal finance for Morningstar and senior columnist for Morningstar.com. She contributes several articles and videos to the website each week, focusing primarily on retirement planning and investment portfolio strategies. She is the author of “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances” (Wiley,2010). In addition, Christine is co-author of “Morningstar Guide to Mutual Funds: 5-Star Strategies for Success,” a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, Christine also served as Morningstar’s director of mutual fund analysis. She has worked as an analyst and editor at Morningstar since 1993.

EVENT SCHEDULE

8:30 AM - Registration / Social / Book Swap
9:00 AM - Best Ideas for 2016
10:30 AM - 7 Keys to a successful Retirement Portfolio
11:30 AM - Q & A

Additional Information:

• An investment book will be raffled off during the meeting

• Students under 25 (with ID) Free. (No registration required, show ID at Registration Desk)

• Visit our book swap table before the meeting; Bring a book, take a book!

• Visit our Concierge Table where we have our presentations, AAII information, raffle books, book swap and more.

More information and tickets for this event can be found at http://www.eventbrite.com/e/two-topics-1-morningstars-best-ideas-for-2016-and-beyond-2-7-keys-to-a-successful-retirement-tickets-25042223966?aff=fbmarketing4cp

More information about AAII-Silicon Valley can be found at: http://www.siliconvalleyaaii.org/ and athttps://www.facebook.com/sv.aaii/

AAII-SV can be contacted at:mailto: aaiichapter_siliconvalley@yahoo.com

General information about AAII can be found at:http://www.aaii.com/

AAII Silicon Valley is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.