About the Program

Behavioral finance is still in its infancy stage. But the way behavioral finance applies to the even more challenging distribution phase of life has almost been unexplored. However, there are significant lessons to be learned from the way people make decisions in life that can be applied to create a more confident and successful client by simplifying their retirement income decisions. This program will address common misconceptions and assumptions that often prevent clients from building robust and flexible retirement plans. Attendees will then learn how to determine the approach that fits their clients’ retirement goals and behaviors.

Learning Objectives

• Better understand how people make decisions
• Review best practices for retirement income planning strategies
• Discuss how to better reframe conversations to help drive better decisions
• Understand how setting a framework for retirement income planning through nudges can improve overall outcomes for clients
• Review the top retirement income risks

About the Speaker

Jamie P. Hopkins, Esq., MBA, CFP, LLM, CLU, ChFC RICP is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today. He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys. Jamie is the author of “Rewirement: Rewiring The Way You Think About Retirement,” which released its second edition in 2021. Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow. Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income. Jamie received his Bachelor of Arts degree in political science at Davidson College in North Carolina, where he was captain of the Division I Men’s Varsity Swim Team. He attended Villanova School of Law, where he earned his Juris Doctor degree and graduated with honors. He received his Master of Business Administration degree from Villanova University Business School. Jamie also holds his LLM from Temple University and four financial planning designations, the CFP®, CLU®, the ChFC®, and the RICP®. He co-created the Retirement Income Certified Professional® (RICP®) designation.