Friday, December 7, 2018 from 11:30 AM to 1:30 PM PST
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Tri Counties Bank 
3700 Douglas Boulevard
Roseville, CA 95661

Driving Directions 


11:30 am

Registration & Networking


12:10 am 

Welcome, Chapter and Sponsor Acknowledgements & Lunch


12:30 pm

Presentation Begins 


1:30 pm 

Q & A / Presentation Ends


1:35 pm 

PrePaid Raffle & Closing Remarks

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 'Rewiring’ How Housing Wealth Fits Into Retirement Income

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®
Professor of Taxation at The American College, Director of the Center for Retirement Income, Author of Rewirement: Rewiring The Way
You Think About Retirement!

Americans are facing a retirement crisis. But it’s not the crisis that many people think. A good deal of the crisis is being driven by poor planning, behavioral biases, and misconceptions. Leading the charge of under- and poorly-utilized assets is the home. The reality is that housing wealth is single largest asset for America’s retirees. However, most financial advisors leave it alone, potentially creating a fiduciary issue. In this presentation, Professor Jamie Hopkins breaks down best practices for utilizing home equity in a retirement income and highlights a number of the common misconceptions that advisors have about tapping into home equity to support a client’s retirement. More specifically, the presentation will cover reverse mortgages, lines of credit, downsizing, special purpose loans, mortgage interest deductibility, and coordinated housing withdrawal strategies. Don’t ignore you client’s largest asset, rewire the way you think about home equity and retirement income.

This has been a great year for the chapter so we will also be celebrating the following:
- Saying thank you to our 2018 board members;
- Voting in our 2019 board members;
- Thanking our volunteers;
- Thanking our sponsors;
- Announcing the winner of the Chapter Service Award;
- Raffle for signing up to pre-pay your meeting dues for 2019

**All attendees will receive a copy of Jamie's new book, Rewirement: Rewiring
the Way You Think About Retirement**

*This topic is currently under review by the CFP Board for 1.0 hour of CE credit.

About the Speaker(s): 

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP® is a Professor of Taxation at The American College and the Director of the Center for Retirement Income. Author of Rewirement: Rewiring The Way You Think About Retirement!, he has been 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 and Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law. He has also published in the top tax and financial planning journals such as Journal of Taxation and Journal of Financial Planning.

Space is Limited! This invitation will be open to Members and Sponsors only until November 7th.  After November 7th, it will open up to everyone.
Don't miss this opportunity! Register TODAY!