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Jennifer Gongola, PhD

Research Psychologist, PIMCO

Pre-Conference Workshop: Advanced Advisor Education Workshop: Retirement Income Strategies


Retirement clients face a unique set of challenges as they approach and enter retirement, and advisors can add significant value by providing a clear roadmap for them. This workshop is for financial advisors and wealth managers who work with clients approaching or in retirement and will focus more specifically on the decumulation phase of retirement planning. Advisors will learn concepts and techniques taught in the Retirement Management Advisor® (RMA®) program, review results from recent surveys of investor behavior in retirement, and explore decumulation-oriented planning approaches and digital tools, including the Income to Outcome framework. Attendees will learn to identify and analyze challenges retirees face and understand how to develop specific strategies to create retirement income, maximize growth, and address risks. 

Biography

Jennifer Gongola is the Behavioral Science Research Manager at PIMCO. She is responsible for supporting the development and implementation of research projects, data management and analysis, and translating research insights into strategic and actionable recommendations. She works in collaboration with PIMCO team members and the faculty at the Center for Decision Research at the Chicago Booth School of Business to advance high-quality, cutting-edge field research. Prior to joining PIMCO, Jennifer was a Post-Doctoral Research Associate at the University of Southern California, Gould School of Law. She earned her Ph.D. in Psychological Science (Dissertation: Venire Jurors' Ability to Detect and Willingness to Disclose Bias) and M.A. in Social Ecology at the University of California, Irvine.