Jamie Hopkins, Esq, CFP, RiCP

Professor: The American College

Americans are facing a retirement crisis, but a good deal of the crisis is being driven by poor planning, behavioral biases, and misconceptions. 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 session, Professor Jamie Hopkins breaks down best practices for utilizing home equity in a retirement income and highlights common misconceptions that advisors have about tapping into home equity to support a client’s retirement.