Join Katherine Roy of J.P. Morgan as she presents the Guide to Retirement.
This was presented on October 7, 2021 at EBW's Back to School Night.
Katherine Roy, CFP®, managing director, is Chief Retirement Strategist for J.P.Morgan Asset Management and Head of the Retirement Insights Strategy team. In this role, Katherine leads the development and delivery of retirement insights to financial professionals, plan sponsors and policymakers to improve retirement outcomes. Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences. She also is frequently quoted in the financial press on a variety of key retirement topics. Prior to joining the firm in 2011, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch where she led retirement planning solutions for wealth management clients, and the advice and guidance programs for plan participants in employer-provided benefit solutions. Katherine received a B.A. from Yale University, and is a Certified Financial Planner
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