This will be an online Zoom meeting. Please review our online meeting instructions at: https://torontooasis.org/online-meeting-instructions
Our program will run from 11 am to 12:30 pm but you can join in to the meeting starting at 10:45 am. Volunteers please join by 10:30am.
With the decline of pension plans that pay a guaranteed lifetime income starting at retirement, many people have become responsible for financing their own retirement. While governments do provide a base pension, it is typically insufficient to pay for retirement. Fortunately, there are some tools available to help people accumulate savings and invest for retirement while earning an income. In this presentation our featured speaker, Paul Kaplan, will go over the various tools available and how to put them together to successfully fund one’s retirement.
Paul D. Kaplan, PhD, CFA, is director of research for Morningstar Canada and is a senior member of Morningstar’s global research team. Morningstar is a Chicago-based global investment research firm. Paul led the development of many of the quantitative methodologies behind Morningstar’s fund analysis, indexes, advisor tools, and other services. He conducts research on asset allocation, retirement income planning, portfolio construction, index methodologies, and other investment topics.
Many of Paul’s research papers have been published in professional books and publications. He received two awards for articles published in the prestigious Financial Analysts Journal. Many of his works appear in his book Frontiers of Modern Asset Allocation published in 2012 by John Wiley & Sons. He is a coauthor of the book Popularity: A Bridge between Classical and Behavioral Finance published in 2018 by the CFA Institute Research Foundation.
Before coming to Canada in 2012, Paul served as quantitative research director for Morningstar Europe in London, UK, and director of quantitative research in the United States before that. Before working at private companies, he served on the economics faculty of Northwestern University where he taught international finance and statistics.
Paul holds a bachelor’s degree in mathematics, economics, and computer science from New York University and a master’s degree and doctorate in economics from Northwestern University. He has served as a member of the editorial board of the Financial Analysts Journal, and holds the Chartered Financial Analyst® designation.
Please RSVP on our meetup:
https://www.meetup.com/Toronto-Oasis/events/pzpxrrybchbpc/
Looking forward to seeing familiar faces and perhaps some new ones!