October 17 - 19, 2024|Orlando, Florida
Questions? Call: 1-800-970-4355

Workshop Details

Fri., Oct. 18, 1:15 PM - 2:00 PM EDT
Friday

How to Build a Bucket Portfolio for Your Retirement

The bucket approach is an intuitive way to structure an in-retirement portfolio. Morningstar's Christine Benz, author of a new book called How to Retire, will discuss how to customize a bucket portfolio to suit your own situation. She'll also share some model bucket portfolios composed of Morningstar analysts' favorite mutual funds and ETFs. 

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Christine Benz
Director of Personal Finance
Morningstar, Inc.