January 2024
Principles For a Successful Retirement
1/18 @ 12:00 PM
- Provides Clear guidance on key elements of retirement
- The Important of a plan, longevity, Social Security, and retiree health care costs
- Align cash flow with client goals, understand loss aversion and help clients stay invested
Twelve Points will be joined by Sharon Carson of JPMorgan. Sharon Carson, executive director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. Sharon develops and delivers insights to financial advisors through presentations and written communications. She develops unique insights on spending patterns in retirement and she has a successful track record clarifying complex topics including Social Security, healthcare costs in retirement and prioritization of financial goals. She has over 20 years of experience in the financial services industry, with a focus on retirement during the past 15 years in various roles spanning strategic planning, innovation, and program management.
Prior to joining J.P. Morgan in 2012, Sharon developed retirement planning insights at Merrill Lynch. Sharon received a B.A. from Bowling Green State University and a M.B.A. from Columbia University. She received the Retirement Management Analyst (RMA) designation in its inaugural year and she has the Certified Retirement Plan Counselor designation (CRPC).