Topic: Thought Leadership JP Morgan will cover their 2021 Guide to Retirement Please join us for an insightful overview of one of the industry's most renowned and award-winning references, J.P. Morgan's Guide to Retirement. Katherine Roy, Managing Director, Chief Retirement Strategist and Head of Individual Retirement for J.P. Morgan will provide an overview of their research covering learnings in areas of the retirement landscape from investor behaviors to income replacement needs to healthcare costs. As part of their Retirement Insights program, the Guide to Retirement serves as a valuable source of information on retirement topics and provides a strong backdrop for planning discussions. The Guide to Retirement won the 2012 RIIA Retirement Income Communications Award, the 2014 MFEA STAR Award for retail education, the 2015 WealthManagement.com Industry Award for Thought Leadership - Investing, and recently the Investment Management Education Alliance Star Award.
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SAVE THE DATE FOR THE NIPA NAFE CONFERENCE MAY 16-19, 2021 We are partnering with NIPA for the 2021 NAFE Conference! Please click HERE for more information. **************************************************************************************************************************Until we can meet again in person, all of our Chapter meetings will be virtual.This virtual meeting is complimentary!
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Frank McDonald, MBA, Chapter Administrator
info@wpbcsf.org
Address:
Western Pension and Benefits Council - San Francisco Chapter 1540 River Park Drive, Suite 211 Sacramento, CA 95815-4608 916-550-2608
