Our speakers will help you:
- Put today's market into perspective
- Learn key pillars to retirement security
- Understand the impact of rising rates on core bonds
- Apply Morningstar's best investment ideas for long-term investors
- Craft a solid plan for tax efficiency
As pension plans wane and Social Security faces long-term cutbacks, more and more of individuals'
retirement security is in their own hands. How do they make it work? In this one-on-one interview,
Morningstar director of personal finance Christine Benz and noted financial planner Harold Evensky
(a pioneer of the "bucket approach" to retirement income) will discuss the key pillars to retirement
security for individuals in every life stage--from early-career savers to those already in retirement.
Whether you need to fill a hole in your retirement portfolio or want to find a world-class
company at a bargain-basement stock price, our picks panel - a perennial conference
favorite--will deliver a shopping list of topnotch candidates. Join Morningstar FundInvestor
editor Russ Kinnel, director of equity research Elizabeth Collins, and director of global
ETF research Ben Johnson for a discussion of some of Morningstar's best investment ideas for long-term investors.
Portfolio Planning: Make a Lean, Mean, Tax-Efficient Machine
Because we investors don't know what headwinds will come, it makes sense
to streamline everything else we can control--and that includes minimizing
the drag caused by unnecessary tax exposure. In this presentation,
Morningstar director of personal finance Christine Benz will help you
craft a solid plan for tax efficiency--that means maximizing tax shelters,
optimizing taxable portfolios, finding the best tax-smart investments,
and building a tax-savvy retirement-drawdown plan.