October 2019 Chapter Meeting Luncheon

   

Rewirement:

Improving Retirement Income Client Outcomes By Embracing Behavioral Finance Best Practices

 Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®

Meeting Description 

Americans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% of Americans near retirement age can pass a basic retirement income literacy quiz. But, it is not just a lack of literacy holding Americans back. Behavioral biases and heuristics like narrow framing and loss aversion are also creating significant roadblocks. Learn how to incorporate best practices around behavioral finance techniques and technology to help achieve better evidence-based retirement outcomes for your clients. This presentation will show you how you can rewire the way your clients think about saving for retirement to spending in retirement.

1.5 hours CFP CE has been granted for this session by the CFP Board.

Featured Partner: Christina Gray, Stonecrest 

**Ethics for CFP® Professionals will be offered in a separate session at 2pm on October 11th.  If you would like to also register for Ethics, it is $40 for members and $60 for non-members.  Registration for both Chapter Meeting and Ethics can be done simulateneously.

Speaker Biography

 Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, is the Director of Retirement Research at Carson Wealth and a Finance Professor of Practice at Creighton University's Heider School of Business, a former professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie is a Finance Professor of Practice at the Heider School of Business at Creighton University. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. His most recent book, Rewirement: Rewiring The Way You Think About Retirement, details the behavioral finance issues that hold people back from a more financially secure 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 & 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.

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing is available through October 7th:           

• FPA Members and First Time Visitors:  $40
• Non-Members:  $60

After October 7th:

• FPA Members:  $60
• All Non-members:  $75

Online Registration is open through Monday, October 7th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, October 8th.

Register Now!