5 Star Presentation on Retirement Planning 09-26-2024
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5 Star Presentation on Retirement Planning
Presented by Alexandra Nobile, J.P. Morgan Asset Management
In this webinar, Alexandra Nobile from JPMorgan Chase, presented the Guide to Retirement; a presentation designed to provide financial advisors an effective framework for supporting their retirement planning conversations with clients. Here are some of the many concepts Alexandra covered: the retirement equation, income replacement needs, how spending changes with ages, an interesting look at Social Security claiming strategies as it relates to longevity, and variations in spending for clients who use Medicare Advantage plans.
Attendees Comments:
A few comments from listeners when they were asked what the learned from the webinar:
The visual of the Rising Health Care Costs was staggering - even though you know they are going to increase. I'm a visual person.
- MP D.
Good overall review in a compact package. Did like the chart showing cost of going in and out of the market.
- Dee H.
Great checklist of 6 key areas to ensure clients are prepared for and aware of as they plan for retirement
- James M.
The visual of the Rising Health Care Costs was staggering - even though you know they are going to increase. I'm a visual person.
- MP D.
Good overall review in a compact package. Did like the chart showing cost of going in and out of the market.
- Dee H.
Great checklist of 6 key areas to ensure clients are prepared for and aware of as they plan for retirement
- James M.
The visual of the Rising Health Care Costs was staggering - even though you know they are going to increase. I'm a visual person.
- MP D.
Good overall review in a compact package. Did like the chart showing cost of going in and out of the market.
- Dee H.
Great checklist of 6 key areas to ensure clients are prepared for and aware of as they plan for retirement
- James M.