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Jeanne Thompson

 

Senior Retirement Strategist

Retirement Readiness

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Meet Jeanne

Jeanne Thompson is a well-regarded voice on retirement readiness, pairing deep industry experience with data‑driven insight to help individuals navigate key retirement decisions.

She extends the conversation beyond the numbers, helping advisors address the financial, behavioral, and life‑stage factors that shape retirement. Her focus is simple: turn complexity into clear, actionable guidance that builds confidence throughout the journey.

Areas of Expertise 

  • Retirement Readiness
  • Financial Wellness
  • Life‑Stage Transitions
  • Behavioral and Emotional Aspects of Retirement

 

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Our leaders break down complex topics across wealth planning, estate strategies, tax planning, retirement, and high-net-worth client needs, helping you turn complexity into confidence.

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Why the Retirement Pause That Feels Wrong Is Actually Right

| Jeanne Thompson, Retirement Readiness

Most retirees are financially prepared, yet few plan for the emotional side of the transition. Learn which steps help you decompress, reset, and build the retirement life you've always envisioned.

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Get to know the voices shaping today’s financial conversations. LPL’s Spokesperson Council brings together experienced professionals to share insights on wealth, tax and estate planning, retirement, and high-net-worth strategies.

Their perspectives are designed to help make complex financial topics more approachable and more actionable.

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Kimberly Sanders

Kimberly champions advisors’ independence, helping them activate their businesses after moving to LPL and empowering them for long-term success.

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Tara Popernik

Tara simplifies tax-efficient investing and multigenerational planning into practical ideas to help advisors build stronger relationships and deliver more holistic advice.

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Michael Doshier

Michael guides advisors through retirement trends, regulations, and complexity, focusing on enablement, plan design, and scalable growth.

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