Webinar Registration

J.P. Morgan's 2026 Guide to Retirement:
Spending, Care Planning & Protecting What Matters Most

Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, May, 14

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Sharon Carson

Executive Director | Retirement Strategist JP Morgan Asset Management

Presenter Bio

What You'll Learn

J.P. Morgan's 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…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

J.P. Morgan's 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.

CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, RICP, CDFA.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.