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Guide to Retirement




Guide to Retirement

Thursday, November 21, 2019

6:00p - 7:30p EST

The Stone Barn

The Stone Barn

15 Middleton Drive
Wilmington, DE 19808
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PT1H30M

Organizer:

Covenant Wealth Strategies contactus@covenantwealthstrategies.com

Presenter:

Sharon Carson, CRPC®

Please join us for an evening with JP Morgan Retirement Specialist Sharon Carson, CRPC®. 

Sharon develops and delivers retirement-related insights to financial advisors through presentations and written communications. She develops unique insights on spending patterns in retirement and she has a successful track record clarifying complex topics including Social Security, healthcare costs in retirement and prioritization of financial goals.

Sharon’s perspective enables financial advisors to have more effective conversations with their clients.

She has over 20 years of experience in the financial services industry, with a focus on retirement during the past 13 years in various roles spanning strategic planning, innovation, and program management.

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


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