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Speakers

Jamie Hopkins, ESQ., MBA, LLM, CLU®, RICP®

Larry R. Pike Chair in Insurance and Investments | Associate Professor of Taxation | Keynote Speaker

Co-Director of the New York Life Center for Retirement Income

JAMIE P. HOPKINS, ESQ., MBA, LLM, CLU®, RICP® is an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and he is the co-director of the New York Life Center for Retirement Income.  He also holds the Larry R. Pike Chair in Insurance and Investments at The American College.

As a professor at the College, he teaches courses in retirement, estate planning, and life insurance. Through his role at The American College, he has educated thousands of financial service professionals and continues to move the needle for retirement income planning.

Professor Hopkins is considered one of the leading retirement planning experts in the United States and has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 in 2015.

Areas of focus

  • Planning for Retirement Needs
  • Sources of Retirement Income
  • Estate Planning
  • End of Life Planning
  • Long-Term Care Planning
  • Housing Wealth and Retirement Housing Decisions

Professor Hopkins has also been published in numerous periodicals, including Villanova Law Review, Nebraska Law Review and Hastings Journal of Science and Technology Law, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association. Additionally, Professor Hopkins has helped co-author three text books and has two ebooks on Retirement Planning, Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years and Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.

Program Topics

Each program is customized for the client’s needs

  • End of Life Planning – The Final Act
  • The Death of Social Security Claiming Strategies
  • Retirement Income Literacy of Americans – How Can We Get Clients to Make More Informed Decisions?
  • Getting Paid to Wait – How to Increase Social Security Benefits
  • Managing Long-Term Care Costs: Should I be Concerned About Filial Laws?
  • Wealth Preservation of Small Business Clients: The Importance of Digital Asset Planning
  • 5 Biggest Changes to Retirement Income Planning in 2016
  • Understanding Longevity Annuities’ Role in Retirement Income Planning

A Selected Number of Past Speaking and Webinar Engagements

  • Speaker, “What do the new Social Security changes mean for the future?” WIFS National Conference, October 20th, 2016, Chicago.
  • Speaker, “Essential Planning for the Final Act” CIR2 – Cambridge Research Retirement Income Forum 2016, Nashville, October 11, 2016
  • Expert Panel Participant – DOL Rule’s Impact on Financial Services, Cambridge Research Retirement Income Forum 2016, Nashville, October 11, 2016
  • Speaker, NAIFA – “The New Social Security Claiming Rule for 2016 and the Future of Social Security” – September 29, 2016, King of Prussia, PA.
  • Key Note Panel – “What the DOL Decision Means for Your Business and Your Clients,” Investment News 2016 Retirement Income Summit, 2016, Chicago.
  • Speaker – Preparing Your Client for End of Life Issues and Declining Capacity, Retirement Income Summit, May 2016, Chicago.
  • Speaker – “How the DOL rule impacts the budding relationship between reverse mortgages and retirement income planning’” NRMLA Conference, New York, New York, April 4, 2016.
  • Keynote Speaker – ReverseVision UserCon 2016, Forging Relationships with The Financial Services Industry – January 19-22, 2016.
  • Ameriprise Financial 2014 Future Barron’s Retreat, Orlando, Florida, 2014 – Speaker for Breakout Session, Key Learnings in Building Retirement Income and Strategies on Integrating Confident Retirement
  • Presenter, Webinar, HECM Advisors Group, “Financial State of the Union, What A Trump President Means for Retirement Income Planning,” November 30, 2016.
  • Presenter, Webinar, IRI and Lincoln Financial, Long-term Care Awareness Month, “A Multigenerational Approach to Planning for Long-Term Care Expenses,” November 15, 2016.
  • Webcast – Waddell & Reed, August 16, 2016 – Keys to Building a Retirement Income Portfolio.
  • 5 Biggest Retirement Income Planning Challenges for 2016, LPL Webcast, May 26, 2016.

Popular Press Publications

TEXT BOOKS

  • Planning for Retirement Needs, 12th Edition, 2013, The American College Press – Huebner School Series. (Co-Author and Editor).
  • McGill’s Legal Aspects of Life Insurance, 9th Edition, The American College Press – (Editor and Co-Author).
  • Fundamentals of Estate Planning, 15th Edition, 2016, The American College Press – Huebner School Series, (Co-Author).
Travels From:  Pennsylvania
City: Philadelphia
$5,000 and Under

Biography

JAMIE P. HOPKINS, ESQ., MBA, LLM, CLU®, RICP® is an associate professor of taxation at The American College of Financial Services  in the Retirement Income program, and he is the co-director of the New York Life Center for Retirement Income.  He also holds the Larry R. Pike Chair in Insurance and Investments at The American College. As a professor at the College, he teaches courses in retirement, estate planning, and life insurance. Through his role at The American College, he has educated thousands of financial service professionals and continues to move the needle for retirement income planning.

Professor Hopkins helped co-create the Retirement Income Certified Professional (RICP®) designation, which has over 5,000 graduates since its inception in 2012, and over 10,000 financial advisors currently enrolled in the program.

Professor Hopkins is considered one of the leading retirement planning experts in the United States and has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 in 2015. Professor Hopkins has also been published in numerous periodicals, including Villanova Law ReviewNebraska Law Review and Hastings Journal of Science and Technology Law, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association. Additionally, Professor Hopkins has helped co-author three text books and has two ebooks on Retirement Planning, Retirement Succession 10 Steps and Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.

Professor Hopkins received his B.A. in political science at Davidson College, where he was captain of the Division I Men’s Varsity Swim Team. He then attended Villanova School of Law, where he obtained his J.D. and graduated with honors. Later he received his MBA from Villanova University Business School. Professor Hopkins also holds his LLM from Temple University and three financial planning designations, the CLU®, the ChFC®, and the RICP®.

Professor Hopkins also writes for Forbes, InvestmentNews, InsuranceNewsNet, and MarketWatch where is a RetireMentor. Additionally, he serves on the Board of Directors of a technology company that helps serve the retirement income and housing industry, ReverseVision, which was recognized as a Deloitte’s 2015 Technology Fast 500 Company

Presentations

Most people think about how to retire well, but it is equally as important to plan to die well. This enables you to live a more secure and satisfying retirement and make sure your family is also taken care of after you pass away.

In this presentation, I cover a 10-step plan for end of life planning, discuss best practices for incorporating this planning into a comprehensive retirement income plan, discuss a few common traps, and go over the documents your clients need to have in place for the end of their lives.

 

Social Security is undergoing major changes as the file-and-suspend strategies are being phased out. Understand how the new rules impact Social Security claiming and get an inside look at how Social Security might change in the near future.

Only 40% of Americans could pass a basic retirement income literacy test. A look at the retirement income research and literacy surveys shows that Americans do not understand retirement income planning. However, advisors can have a positive impact and add tremendous value to their clients’ retirement by understanding what their clients don’t know and building a plan that fills in those knowledge gaps.

There are tens of thousands of Social Security claiming strategy permutations. However, there are a few strategies that all married or divorced individuals should know about. These strategies allow you to receive money from Social Security while still deferring your benefit! In short, you can get current income and a larger benefit – the best of two worlds! Don’t miss out on maximizing your Social Security benefits by not understanding your options. (JH)

You could be financially responsible for your parents’ long-term care costs if you live in one of the 28 states with filial laws. Make sure you know how long-term care insurance and other long-term care products can help protect your wealth, increase your retirement success, and protect your family. (JH)

Small business owners have a lot of wealth tied up in their companies and often lack good succession plans. Making matters worse is the development of digital assets, which can be more difficult to transfer and monetize than traditional business assets. Make sure you understand the ownership and planning options available for managing digital assets. (JH)

The addition of the myRA, automatic IRAs, more favorable QLACs, loss of inherited IRA creditor protections, and Social Security changes have changed the landscape of retirement income planning. Make sure you are ahead of the curve when it comes to changes for 2016. (JH) (This is one I do every year – updated for the biggest changes).

As employers move away from offering traditional pensions, employees are left with the challenges of creating their own pensions. One way to do this is by annuitizing their retirement accounts. With new regulations passed in 2014, allowing for the use of qualified longevity annuity contracts (QLACs) inside of retirement accounts, longevity annuities will take a much more prominent role in the future of retirement planning. (JH)

Areas of expertise

  • Retirement Planning
  • Life Insurance
  • Annuities
  • Long-term Care
  • Housing Wealth
  • Qualified Retirement Plans
  • Estate Planning
  • Digital Asset Management
  • Social Media
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