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.