EWS- Women & Retirement

By Andrea Young on January 26, 2023

We’d like to thank Sharon Carson for leading our April 11th Empower Women event, Women & Retirement. Women control significant and growing wealth, so taking proper steps when planning for your future is essential. During this event, Sharon shared actionable steps women can take to make the most of their next act. She also discussed creating a plan for the retirement you want, understanding Social Security timing trade-offs and health care coverage decisions, creating a long-term care plan and having cash now and the confidence to invest for later. Having a retirement plan and working with a financial professional can be vital to success.

Sharon Carson, Executive Director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. She develops insights on spending patterns in retirement with a successful track record clarifying complex topics, including Social Security, healthcare costs in retirement and prioritization of financial goals. She has over 20 years of experience in the financial services industry, with a focus on retirement during the past 15 years.

Before joining J.P. Morgan in 2012, she developed retirement planning insights at Merrill Lynch. Sharon received a B.A. from Bowling Green State University and an M.B.A. from Columbia University. She received the Retirement Management Analyst (RMA) designation in its inaugural year and has the Certified Retirement Plan Counselor designation (CRPC).

Sharon was generous to share her presentation with us. Click HERE to view it.

Please enjoy the podcast interview and takeaways from this event.


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