Webinar

Financial Fitness: Understanding Retirement Readiness

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Joey Capouch

Host

Joey Capouch

Retirement Plan Manager II
Email Joey

Speaker

Meghan Conklin

Vice President – Retirement Insights Strategist J.P. Morgan Asset Management Currently serving as Vice President, Retirement Insights Strategist at J.P. Morgan Asset Management.

Date & Time:

| 1:00 pm – 1:45 pm

Overview:

Topics will include:

  • The retirement equation and age-based savings checkpoints to help you measure where you stand on the path to retirement readiness.
  • Where to begin if you started over today and what financial choices to prioritize for a successful retirement.
  • Visualizing your eventual retirement outcome: goals-based investment strategies, life expectancy, managing expectations of ability to work, spending trends for retirees, and exploring the “4% rule.”

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