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Morningstar’s Virtual Retirement Readiness Bootcamp Will Feature Sessions on Portfolio Construction and Retirement Strategies on March 11

Featured Speakers Include Vanguard’s Maria Bruno, Pinnacle Advisory Group’s Michael Kitces, Journalist Mark Miller, and Morningstar’s Christine Benz

CHICAGO, Feb. 28, 2017— Personal finance experts and investing specialists from Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, will cover 360 degrees of retirement readiness on Saturday, March 11, during Morningstar’s annual online conference for individual investors. Beginning at 10 a.m. CT, the Retirement Readiness Bootcamp is a free webcast and features a variety of analysts regularly seen on Morningstar.com®, the company’s individual investor website.

“Whether you’re five, 10, or 15 years away from retirement, financial decisions throughout your life will affect retirement. The Retirement Readiness Bootcamp is designed to provide timely and critical information to guide the everyday investor down the path to retirement,” Jeremy Glaser, editor of Morningstar.com, said. “We will discuss some of the knotty questions that can be hard to answer: Am I ready to retire? How much income do I really need? What non-portfolio sources of income can I count on? What will happen if I fall short? Having the answers to these questions will help the investor craft a sound retirement portfolio and plan for the future.”

Speakers include Christine Benz, Morningstar’s director of personal finance; David Blanchett, head of retirement research for Morningstar Investment Management; Maria Bruno, senior investment analyst at Vanguard Investment Strategy Group; Michael Kitces, director of research and partner at Pinnacle Advisory Group and co-founder of XY Planning Network; and Mark Miller, retirement columnist and Morningstar contributor.

Morningstar Research Services LLC experts that will participate in the discussions include Sarah Bush, director of fixed-income manager research; Russel Kinnel, director of manager research; and Ben Johnson, director of global ETF and passive strategies research. Topics will range from determining what percentage of a current income will need to be replaced after retirement, how to maximize other sources of income such as Social Security or pensions, the optimal retirement portfolio structure, offsetting shortfalls in a retirement plan, and top fund, stock, and exchange-traded fund picks.

The full agenda and registration for the free Morningstar Retirement Readiness Bootcamp is available here. Follow the conference conversation on Twitter or with the hashtag #RetireFit. Speakers will answer questions from participants live during the conference; to submit questions in advance, email miic@morningstar.com. Morningstar Chief Executive Officer Kunal Kapoor recently published commentary about the shifting retirement landscape, which is available here.

About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of Dec. 31, 2016. The company has operations in 27 countries.

Morningstar’s investment research is produced by various wholly owned subsidiaries of Morningstar including, but not limited to, Morningstar Research Services LLC.

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