Through the Looking Glass: Three Popular Retirement Income Philosophies
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Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely.
The three most popular retirement income strategies today are 1) flooring, 2) bucketing, and 3) systematic withdrawals.
It is important to understand how to execute each strategy and how each income strategy can be better suited for a different client under a goal-based philosophy. It is also important to understand the role of home equity in income strategies, the “4% safe withdrawal rate,” and why it might not be so safe anymore.
In "Through the Looking Glass " by Jamie Hopkin, you will:
- Discover how you can add value by specializing in retirement income planning;
- Learn the importance of the human element and client behavioral biases in income decision-making;
- Explore the process of creating a retirement income plan;
- Better understand how to incorporate income sources and all of a client’s assets into a retirement income strategy.
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, CFP®, ChFC®, CLU®, RICP®.
Jamie Hopkins has an extensive background in educational development, research, and writing. He 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 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.
Jamie Hopkins is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors.
Prior to joining Carson, Jamie was 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.
Retirement planning experience
In recognition of his impact on the financial services industry, Jamie Hopkins 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.
Jamie has done consulting work for Fortune 500 companies and is a highly sought after speaker in the financial services industry. He has developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.
Along with his regular media appearances, Jamie has also been featured on Wall Street Journal podcasts, NPR radio, Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS, and USA Today.
Retirement planning thought leadership and expertise
A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.
- Rewiring How You Think About Retirement
- Retirement Income Planning
- Annuities in Retirement
- Planning Reverse
- Tax Law
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).
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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