Retirement by the Numbers | Katherine Roy CFP

Session: 3:00 PM

Session Description

The Guide to Retirement provides an effective framework for understanding the dimensions of retirement planningfrom saving to spending to investing. It includes charts and graphs to help explain complex issues in a clear and concise manner to help HR professionals understand and articulate the various components individual’s needs to consider when saving for retirement.

Learning Objectives

  • Provide a foundation for understanding how Americans should be thinking about saving for and spending in retirement
  • Educate HR professionals on three key retirement phases—saving, spending and investing—and how to explain the complexities of each phase in an understandable way
    • Outline:
    • Introductions
    • Retirement Landscape 5 Mins.
    • Setting the Stage 10 Mins.
    • Factors that may influence an individual’s ability to retire IV. Saving 10 Mins.
    • Behaviors and best practices in saving for retirement
    • Spending 15 Mins.
    • Behaviors and considerations for living in retirement
    • Investing 10 Mins.
    • Building a retirement portfolio
    • Closing Comments 5Mins. 

Speaker Bio

Katherine Roy, managing director, is chief retirement strategist and head of individual retirement for J.P. Morgan Funds. In this role, Katherine is responsible for delivering timely personal retirement-related insights to financial advisors. Focused on the retirement income-related landscape for more than 10 years, Katherine specializes in identifying themes, strategies, and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages. Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics. Prior to joining the firm, Katherine was head of personal retirement planning and advice at Merrill Lynch where she led strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice, and guidance programs available to integrated benefits plan participants. She also held several roles in financial planning product development, participant communications and consulting, and interactive client experience initiatives. Katherine received a B.A. from Yale University and is a Certified Financial Planner®.

Katherine Roy, managing director, is chief retirement strategist and head of individual retirement for J.P. Morgan Funds. In this role, Katherine is responsible for delivering timely personal retirement-related insights to financial advisors. Focused on the retirement income-related landscape for more than 10 years, Katherine specializes in identifying themes, strategies, and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages. Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics. Prior to joining the firm, Katherine was head of personal retirement planning and advice at Merrill Lynch where she led strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice, and guidance programs available to integrated benefits plan participants. She also held several roles in financial planning product development, participant communications and consulting, and interactive client experience initiatives. Katherine received a B.A. from Yale University and is a Certified Financial Planner®.