BEPC's NAEPC Webinar Viewing Party: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next

Date: Wednesday, May 8, 2024
Time: 3:00pm - 4:00pm
Location: Zoom - please see link in event information
Speaker: Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®

About the Program

Join us for an enlightening webinar featuring renowned retirement income expert and IncomeLab board member, Jamie Hopkins, as he delves into the cutting-edge concept of adaptive-based retirement income planning. In an era of evolving financial landscapes, technological enhancements, and uncertain market conditions, traditional retirement income strategies like the 4% distribution strategy may no longer suffice. In fact, most of our planning today is too binary, focused on success and failure rates that miss the whole point and behavioral aspects of generating real world retirement income for clients. Jamie will shed light on the benefits of embracing adaptability in your retirement income planning, allowing you to navigate the complexities of today's financial world with confidence and resilience. Learn how to tailor your retirement income to your client's unique circumstances, effectively managing risks and optimizing an adaptive guardrail-based retirement income approach to deliver a more sustainable retirement income plan. Don't miss this opportunity to gain invaluable insights from a leading authority in the field and enhance your financial future. Join us for this webinar and embark on a path towards a more secure and adaptive retirement.

Learning Objectives:

  • Understand how to assess clients' evolving financial needs and risk tolerance, enabling advisors to tailor adaptive-based retirement income plans that align with individual goals and circumstances.
  • Learn how to effectively incorporate dynamic asset allocation strategies within retirement income planning, enhancing the ability to adapt to changing market conditions and optimize portfolio performance.
  • Gain insights into advanced withdrawal strategies, such as the Guardrail Strategy and the Spend Safely in Retirement Strategy, to provide clients with more flexible and resilient income solutions.
  • Discover how to leverage technology and digital tools for real-time monitoring and adjustment of retirement income plans, ensuring ongoing alignment with clients' evolving objectives.
  • Grasp the key principles of tax-efficient retirement income planning, including strategies for minimizing tax burdens while maximizing after-tax retirement income, to provide clients with more tax-efficient retirement solutions.

About the Speaker

Jamie P. Hopkins is the SVP and Director of Private Wealth Management. He has extensive wealth management experience, bringing innovative thinking, transformative leadership, and a strong reputation for fostering Client relationships.

In his role, Jamie leads and grows Bryn Mawr Trust’s private wealth management business and helps shape the thought leadership around planning in the profession. Prior to joining Bryn Mawr Trust, Hopkins served as a Managing Partner at Carson Group.

Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate. Hopkins earned a master’s degree in financial planning from The American College of Financial Services and a master’s degree in business administration from Villanova University.

A Wall Street Journal best-selling author, educator and executive speaker, Hopkins serves on numerous advisory boards around the financial services industry, including the fintech company Income Lab, and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top-10 Investopedia 100 Top Financial Advisor for 2023.

Continuing Education

Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availabililty of credit. 

Zoom Link
https://us02web.zoom.us/j/82715775458?pwd=aUkxMTQwb3ZyYThuR2lFTlpxaWZNZz09
Meeting ID: 827 1577 5458
Passcode: 837533

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