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Hosted by The Financial Planning Association

Retirement Portfolio Planning in Unprecedented Times

The pandemic and related economic weakness have implications for many aspects of retirement planning. Older adults have experienced higher rates of unemployment and may be contemplating early retirement, which can stress a portfolio and lead to suboptimal Social Security claiming decisions. Meanwhile, yields on "safe" securities have dropped significantly, creating challenges for income-focused investors. Finally, the pandemic has had repercussions for Social Security and long-term care planning. This wide-ranging presentation will delve into these issues and provide concrete takeaways for people affected by them.

Application for continuing education has been filed with CFP Board.

Cost
Free for FPA members
$25 for non-members
Proceeds will be donated to the Foundation for Financial Planning.

Friday, June 25, 2021
11:00 AM - 12:30 PM Eastern Time

Location

Zoom Virtual Meeting Platform
   
 




Speaker Profiles

 


Christine Benz
Director of Personal Finance
Morningstat

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010). Ms. Benz is also 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, she also served as Morningstar's director of mutual fund analysis. Ms. Benz has served as editor of several of Morningstar's publications over the years, including PracticalFinance, Morningstar® Mutual Funds™, and Morningstar® FundInvestor.

She has worked as an analyst and editor at Morningstar since 1993. Ms. Benz holds a Bachelor's degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign.




Patrick Mahoney
Chief Executive Officer
The Financial Planning Association

Mr. Mahoney is an experienced business leader and strategist with a background across diverse organizations in the financial services, technology, and mission-based sectors. His career began in product development and general management in the U.S. and Asia, later evolving to sales, marketing, and general management in non-profit and for-profit organizations.

A former operations executive with S&P Global, past chief marketing officer for IEEE, and former president and CEO of IEEE GlobalSpec, Mahoney has brought and will continue to bring significant marketing, business development, and financial oversight to FPA.




Event ID  298