Making the Smartest Financial Moves in Retirement
Channel: Paul Merriman
Date: 2023-04-27

The Merriman Financial Foundation and the Bainbridge Community Foundation were co-sponsors of the 8th Annual Financial Literacy Series.  We were thrilled to have Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar join us again this year.  

During the series there were presentations for investors ages 20-40, 40-65, 65 and beyond, as well as a special presentation on Social Security. 

Christine was the perfect presenter for those on the cusp or in retirement as she and other experts at Morningstar have been major sources of important research on the topic.

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