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April Chapter Meeting - JP Morgan Guide to Retirement

  • April 21, 2021
  • 12:00 PM - 1:30 PM
  • Virtual Zoom Meeting


Registration is closed
Please join us!

Wednesday, April 21, 2021
12:00 p.m. - 1:30 p.m.

Thought Leadership
JP Morgan will cover their 2021 Guide to Retirement

Please join us for an insightful overview of one of the industry's most renowned and award-winning references,
J.P. Morgan's Guide to Retirement.

Katherine Roy, Managing Director, Chief Retirement Strategist and Head of Individual Retirement for J.P. Morgan will provide an overview of their research covering
learnings in areas of the retirement landscape from investor behaviors to income replacement needs to healthcare costs. As part of their Retirement Insights program, the Guide to Retirement serves as a valuable source of information on retirement topics and provides a strong backdrop for planning discussions. The Guide to Retirement won the 2012 RIIA Retirement Income Communications Award, the 2014 MFEA STAR Award for retail education, the 2015 Industry Award for Thought Leadership - Investing, and recently the Investment Management Education Alliance Star Award.

Sponsored By:


MAY 16-19, 2021
We are partnering with NIPA for the 
2021 NAFE Conference!

Please click HERE
for more information.

Until we can meet again in person, all of our Chapter meetings will be virtual.
This virtual meeting is complimentary!

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Frank McDonald, MBA, Chapter Administrator


Western Pension and Benefits Council - San Francisco Chapter
1540 River Park Drive, Suite 211
Sacramento, CA 95815-4608

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