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

Christine Benz
Morningstar
Director of Personal Finance and Retirement Planning

Mike Coop
Morningstar
Chief Investment Officer, EMEA

Anthony O'Connor
RPG Chartered Financial Planners
Group Board Director and Chartered Financial Planner