07 May 2026 | 2:05 pm - 3:05 pm

Global Lessons for Successful Retirement Strategies

This session equips financial advisers with insights into the unique challenges retirees face, including inflation and sequencing risk. Christine Benz and Mike Coop, alongside UK financial planners will discuss safe withdrawal rates and effective strategies to help advisers confidently guide their clients toward successful retirement outcomes.

Speakers

Image of Christine Benz

Christine Benz

Morningstar

Director of Personal Finance and Retirement Planning

Image of Mike Coop

Mike Coop

Morningstar

Chief Investment Officer, EMEA

Image of Anthony O'Connor

Anthony O'Connor

RPG Chartered Financial Planners

Group Board Director and Chartered Financial Planner