This course will be REBROADCAST (new webinar) on: Wednesday, May 15, 2024, 2:00 PM – 3:00 PM EDT.

Attend the upcoming WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. 

 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.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. 

In “Adaptive-based Retirement Spending” by Jamie Hopkins you will:

1. 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;
2. 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;
3. 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;
4. 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;
5. 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.

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

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.

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.

He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.

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. 

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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!