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.
Sharon Carson, Executive Director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. She is one of the authors of J.P. Morgan’s Guide to Retirement. She develops and delivers retirement insights on topics such as Social Security, Medicare, elder care, and spending patterns in retirement. Her work is used by financial professionals, retirement plan sponsors and policymakers. She has over 20 years of experience in various roles spanning strategic planning, innovation, and program management.