Join us for a presentation by Christine Benz. Christine is Morningstar’s director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. She holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois.
The bucket strategy delivers current income (if needed), income with inflation protection, and longevity protection/long-term growth. By carving out a cash position in a portfolio and automating withdrawals from it, a retiree can receive a steady paycheck. Periodic bucket maintenance by rebalancing from one bucket to another is highly recommended in order to maintain an individual’s appropriate asset allocation.
If you have preliminary questions for the speaker, please send to Program Coordinator Paul Reichel at paulreichel806@gmail.com and Faisal Kaud at fakaud@wisc.edu, by Tuesday, May 3.
Food Pantry Contributions:
Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.
Registration Deadline: Friday, May 6.
Registration:
Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.
NOTE: The weblink and virtual call information will be included in the meeting reminders registrants receive.
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu
