Description
In this presentation, Sharon Carson, one of the authors of J.P. Morgan's Guide to Retirement, will cover timely retirement planning topics including new content on Social Security solvency myths, thoughts on the long-term tax picture, and helping clients with hard problems such as investing and spending in retirement.
Learning Objectives
Learn about timely retirement planning topics. Will include: Social Security solvency myths, long-term tax picture, and how to help clients invest and spend in retirmement.