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.
Adaptability is critical in retirement income planning, allowing you to navigate the complexities of today’s financial world with confidence and resilience to deliver a more sustainable retirement income plan.
In "Adaptative-based Retirement Spending " by Jamie Hopkin, you will:
- 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;
- 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.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Jamie Hopkins Esq., LLM,
MBA, CFP®, RICP®.
Meet Jamie Hopkins Esq., LLM,
MBA, CFP®, RICP®
Retirement planning experience
Jamie Hopkins is CEO of Bryn Mawr Capital Management, and SVP of Private Wealth Management at Bryn Mawr Trust. He is also the founder and President of FinServ Foundation, a 501(c)(3) dedicated to enhancing the financial services nextgen.
Jamie is also a former Finance Professor of Practice at the Heider College of Business at Creighton University, and a former Professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program.
He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.
Retirement planning thought leadership and expertise
Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. He is the author of the WSJ bestselling book, Find Your Freedom, which details the behavioral finance issues that hold people back from a more financially secure retirement.
Jamie was selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40, and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts Estates Journal awarded Jamie the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule.
He sits on numerous boards, including Wealth.com and Wing.App. He was also recognized as the Top RIA Thought Leader in 2022 by WealthManagement, and as a top RIA leader by ThinkAdvisor in 2023.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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