Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® is the Co-Director of the New York Life Center for Retirement Income and a Professor in the Retirement Income Program at the American College of Financial Services.

Jamie Hopkins has an extensive background in educational development, research, and writing. He is Director of Retirement Research at Carson Group and has developed educational materials for The American College’s CFP®, CLU®, ChFC®, and RICP® programs. Professor Hopkins has also developed CE programs for attorneys and is an active legal writer. He has done consulting projects for a number of Fortune 500 companies. Jamie is also a highly sought after speaker, having done hundreds of webinars and speeches for the financial services industry.

Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Jamie is a regular contributor for Forbes and InvestmentNews on Retirement Income Planning. He is also a RetireMentor for MarketWatch and has been published in dozens of journals regarding tax law and retirement income planning.

In recognition of his impact on the financial services industry, he was selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40. Additionally, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Professor Hopkins was also named as a Lawyer of Distinction in 2017 and was elected into the prestigious role as an American Bar Foundation Fellow. Jamie has won numerous awards for his articles and writing. He is an editor for the Midwest Law Journal and was listed as a “Mover & Shaker” in the reverse mortgage industry. Jamie has also been featured on WSJ podcasts, NPR radio, Fox radio, and on TV multiple times for NBC10 Philadelphia, PBS, and USAToday.

Publications and Presentations by Jamie Hopkins

REWIREMENT: Rewiring the Way You Think About Retirement -- by Jamie Hopkins

Purchase book on Amazon

NEW BOOK! Professor Jamie Hopkins released his new retirement income planning book in 2018, Rewirement: Rewiring The Way You Think About Retirement. American’s struggle with behavioral biases and misconceptions that hurts their retirement planning. In this new book, Jamie discusses how you can change the way you think about retirement. Income planning is very different from savings.

People need to focus on risks like sequence of returns, inflation, and longevity. These risks really don’t present themselves until you hit the income phase.

Additionally, Jamie talks about useful debt management strategies and how to prioritize debt in retirement. Housing wealth is one of those areas. Mortgages can be a drain, but often are useful planning vehicles. With comparatively low cost to borrowing, reverse mortgages and traditional mortgages can be useful retirement income tools, which goes against what many people initially believe. Read more about Jamie Hopkins at Hopkins Retirement.

“You’ve been dutifully putting aside money—the earlier you start saving for retirement the better—but what about retirement income planning? How can you stretch your limited savings to last through the decades of your retirement? Retirement income planning is really a different beast than saving for retirement. It really takes a different mindset. However, switching mindsets from a saving to a spending mentality can be difficult due to a number of behavioral finance biases and misconceptions. The goal of this book is to help you overcome those behavioral finance issues to have a more successful financial future.

More about Jamie Hopkins

Professor Hopkins grew up in Baltimore, Maryland and later attended Davidson College in North Carolina. After College he attended Villanova Law School where he graduated Cum Laude and was awarded the Leonard Levin Memorial Award for excelling in Decedents, Estates, & Trusts. After law school, he obtained his MBA at Villanova School of Business and graduated with Beta Gamma Sigma Honors. He also obtained his LL.M. in Taxation from Temple University Beasley School of Law. Professor Hopkins also holds the prestigious CLU®, RICP®, and ChFC® designations from The American College. Mr. Hopkins also sits on ReverseVision’s Board of Directors.

Jamie Hopkins is available for speaking engagements, white paper development, retirement income company training and educational needs, and original research needs.

  • Jamie Hopkins is a nationally recognized and in demand speaker on retirement income and estate planning topics. He has spoken for a wide range of industry groups, national conferences, and company specific events.
  • Jamie Hopkins is an award winning writer. He has published dozens of academic journal articles and has experience as a contributing writer for Forbes, Yahoo, InvestmentNews, InsuranceNewsNet, and other national publications.
  • Jamie Hopkins has experience developing educational materials for accredited College courses, company specific training, and educational materials for Fortune 500 companies.
  • Jamie Hopkins is an avid researcher in the areas of retirement income planning and financial literacy. His research has been featured in USA Today, The New York Times, and published in the Journal of Financial Planning.

Have Jamie Hopkins speak at your event!

Jamie Hopkins is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. He is available to speak at your retirement meeting, conference or event.

Inquire here about having Jamie Hopkins speak at your conference or event!

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To learn more about or to contact Jamie Hopkins please visit Hopkins Retirement.