Jamie Hopkins, managing partner of wealth solutions at Carson Group, joins Matt Ackermann, Integrated Partners, to examine how and why the intersection between estate planning and retirement income planning is so critical, why this is a major opportunity for advisors and how to start the conversation with clients to get them on the right track.
A nationally recognized writer and researcher, Hopkins is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on The Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today. He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP, CLU, ChFC and RICP programs, along with CE programs for attorneys. Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income.