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Principles for Successful Retirement - Webinar and Continuing Education (CE)

April 10, 2024

Join ISC Group for an Informative Presentation on: Principles of a Successful Retirement.

Date: Thursday, April 25th

Time: 1:00 PM (Central)

Location: Microsoft Teams Click here for Calendar Invite

Click here to join the meeting

Meeting ID: 272 566 154 368
Passcode: BKYLVE

Key Topics:

  • Plan for a Long Life
  • Know How Much You'll Need
  • Social Security - making informed decisions
  • Healthcare Costs 
  • Maximizing Retirement Benefits
  • Navigating  Uncertainty and Volatility

CE Credit is Available for SHRM, HRCI and CPA.  

Speaker: Kevin Morgan: Managing Director for Retirement Investment Consultant at J.P. Morgan Asset Management

Kevin lives just outside Fort Worth, TX has been with JP Morgan for 12 years, & is a 25 year veteran of the qualified plan industry. He has extensive experience in investment strategies, 401(k) plan sales, plan implementation/conversions, relationship management with plan sponsors and direct participant communication/education. Prior to joining J.P. Morgan, Kevin held positions with Fidelity & Deutsche Bank.

Kevin holds NASD series 6, 63, 3 & 30 licenses. He attended the University of Cincinnati.