The 2026 Guide to Retirement: Spending, Care Planning & Protecting What Matters Most
Retirement isn’t just a number. It’s a transition — financially, emotionally, and practically. Join Sharon Carson, Executive Director of JP Morgan's Retirement Insights team, for an in-depth look at the latest research from J.P. Morgan’s *Guide to Retirement 2026* and what it means for financial planners guiding clients through their most important years.
In this session, you’ll learn:
- The Retirement Spending Curve: How spending changes with age — and why guaranteed income increases retirees’ confidence to spend.
- Long-Term Care Realities: The true costs of care, family caregiving dynamics, and planning options advisors should be discussing now.
- Income Strategy Alignment: How to coordinate total return, principal preservation, and guaranteed income approaches to match client goals.
- Fraud Prevention: The latest elder fraud trends — including AI-driven scams — and steps to better protect clients.
Walk away with data-driven insights and client-ready conversation frameworks to help retirees spend wisely, plan proactively, and protect what they’ve built.