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.

Empower Women is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Empower Women and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Empower Women and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Empower Women and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Empower Women and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

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