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 Hopkins you will:

1. Discover how you can add value by specializing in retirement income planning;
2. Learn the importance of the human element and client behavioral biases in income decision-making;
3. Explore the process of creating a retirement income plan;
4. Better understand how to incorporate income sources and all of a client's assets into a retirement income strategy.

Your presenter is Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®.

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 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.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Centerr

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.4/ 5

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!