Troubleshooting the 4 Biggest Shocks to Retirement Plans

How to safeguard your retirement plan.

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Sequence of returns, inflation, long-term care costs, and unexpected early retirement pose serious risks to today’s retirees. In a keynote panel titled “Troubleshooting the 4 Biggest Shocks to Retirement Plans,” Morningstar’s Christine Benz talks with Dana Anspach of Sensible Money and Michael Finke of The American College of Financial Services.

Watch here Thursday, June 18, at 8:35 a.m. CDT.

This session unites Benz’s expertise in personal finance education, Anspach’s on-the-ground experience building retirement income plans, and Finke’s academic rigor in behavioral finance and wealth management. Discover practical strategies that help safeguard client portfolios and navigate complex planning decisions with confidence.

The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.

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