Tuesday, November 8, 2016

Guide to Retirement: Simplifying the complex of what you need to know

Our guest speaker, Matt Lehner is a vice president and client advisor for the northeastern regional territory of the Subadvisory/Insurance distribution channel of J.P. Morgan Asset Management. He specializes in presenting complex market, investment, and economic themes in easy-to-understand and repeatable stories. Advisors can then share these stories with their clients to help them make informed investment decisions.

Matt will use the Guide to Retirement to explore practical investment strategies for every stage of life. The topics we will be covering are retirement landscape, factors that shape today’s retirement experience, saving, behaviors and best practices while saving for retirement, spending, behaviors and considerations for living in retirement, and investing, building a retirement portfolio.

matt-lehner

Matt joined J.P. Morgan in January 2008 and has held positions in the Private Bank as well as the Funds Management group.Matt earned his Bachelor of Arts degree in Economics from The Ohio State University. He holds the Certified Investment Management Analyst designation and Series 7 & 66.

The program will be held in The Radisson Hotel at The University of Toledo, Grand Ballroom, 3100 Glendale Ave. Toledo, Ohio on Tuesday, November 8, 2016.

Registration begins at 2:30 p.m. The program will run from 3:00 – 5:00 p.m.
A wine and cheese reception will follow.

 

Event Details

When: Tuesday, November 8, 2016
Where: The Radisson Hotel at The University of Toledo, Grand Ballroom, 3100 Glendale Ave. Toledo, Ohio 
Registration begins: 2:30 pm
Presentation: 3:00 – 5:00 pm Guide to Retirement: Simplifying the complex of what you need to know”

This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 2.0 total CLE hours instruction

Please RSVP by November 1, 2016 or call to reserve your spot. 419.725.7329

Registration now closed.