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Guide to Retirement: Presentation from EBW's 2021 Back to School Night

Guide to Retirement: Presentation from EBW's 2021 Back to School Night

October 21, 2021

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

Egan, Berger and Weiner, LLC is an independent financial planning firm founded in 2003 and focused on providing personalized and thoughtful guidance to assist clients in pursuing their financial goals. We act in a fiduciary relationship with our clients by putting their interests before our own - always. What sets us apart is that we work with you, to understand what is most important to you and to build a unique financial plan around your life. We can work with you to implement strategies designed to help: Grow your assets Protect the ones you care for most Preserve what you have worked so hard to achieve Pay for education expenses Ensure your independence in later life Create a lasting legacy As our firm continues to grow and evolve, we stay focused to ensure our clients enjoy the exceptional service that has been a hallmark characteristic of EBW. We look forward to talking with you about how we can help you reach your goals. At EBW, the vision is uniquely yours, the strategies are uniquely ours.