Speaking Appearances
UPCOMING EVENTS
Upcoming Event Title
DATE & TIME
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididu utlabore et dolore magna aliqua.
Upcoming Event Title
DATE & TIME
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididu utlabore et dolore magna aliqua.
Upcoming Event Title
DATE & TIME
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididu utlabore et dolore magna aliqua.
Upcoming Event Title
DATE & TIME
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididu utlabore et dolore magna aliqua.
Interested in Jamie Hopkins speaking at your event? Jaime is an industry expert and regular speaker at national and local events. He will customize his presentation to your needs, but he generally covers:
Retirement Income Planning
Retirement Research
Education Development
Estate
Planning
Tax
Efficiency
Consulting
Jaime has worked with some of the industry’s largest firms, helping them refine their retirement income planning and financial literacy. Whether you or your firm needs to modernize your approach to retirement income, develop staff training or just get quick advice, Jamie can help.
White Papers
An award-winning writer, Jamie has published dozens of academic journal articles and is a regular contributing writer for Forbes, Yahoo, InvestmentNews, InsuranceNewsNet and other national publications. You can find Jamie’s latest work on his insights page. If you have a white paper need for your business, contact Jamie at the link below.
Education Development
Retirement income planning is no longer a client want – it’s a need for all advisors. Jamie can help you and your staff get the latest education on retirement income planning. He can develop unique company training and development programs that fit your firm. Jamie has extensive experience developing educational materials for accredited college courses, company-specific training, and educational materials for Fortune 500 companies.
Research
Jamie is an avid researcher in the areas of retirement income planning and financial literacy. The Managing Partner of Wealth Solutions at Carson, Jamie’s work has been featured in USA Today and the New York Times, and published in the Journal of Financial Planning. You can find more of his work on the insights page. Does your firm have a research need? Jamie can help.
Ask Jamie Your Question
What do you want to know? Have an idea for Jamie’s next research project? Want to partner with Jamie and his team? Need consulting or coaching? Submit your ideas, questions, comments or requests and we’ll be in touch.
Ask Jamie Your Question
What do you want to know? Have an idea for Jamie’s next research project? Want to partner with Jamie and his team? Need consulting or coaching? Submit your ideas, questions, comments or requests and we’ll be in touch.