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Disruption in Wealth and Asset Management
November 18 | 1:30 PM PDT

Providing sound retirement planning advice has been based on several wellestablished rules including retirement spending needs, timing the transition from work to retirement, and the recommended account order for both tax-efficient savings and withdrawals. This session will be a comprehensive discussion highlighting the latest retirement research from JPMorgan on the what, why and when these rules may need to be broken.

Speaker

Katherine Roy, Chief Retirement Strategist, JP Morgan

S. Katherine Roy, CFP®, Managing Director, is Chief Retirement Strategist for J.P.Morgan Asset Management. In this role, Katherine is responsible for delivering timely retirement-related insights to intermediaries and clients. Focused on the retirement landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with employers and individuals through all life stages. Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics. Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch where she led strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice and guidance programs available to integrated benefits plan participants.