Hire Jamie Hopkins as a retirement income planning speaker for events

Home → Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Retirement Risk and Income Planning Speaker

Meet Jamie Hopkins, Esq., LLM,
CFP®, ChFC®, CLU®, RICP®

Jamie Hopkins has an extensive background in educational development, research, and as retirement risk and income planning speaker. He has developed educational materials for The American College’s CFP^®, CLU^®, ChFC^®, and RICP^® programs. Professor Hopkins has also developed CE programs for attorneys and is an active legal writer. He has done consulting projects for a number of Fortune 500 companies. Jamie is also a highly sought after speaker, having done hundreds of webinars and speeches for the financial services industry.

Jamie is a regular contributor for Forbes and InvestmentNews on Retirement Income Planning. He is also a RetireMentor for MarketWatch and has been published in dozens of journals regarding tax law and retirement income planning.

Jamie Hopkins is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors.

Prior to joining Carson, Jamie was the co-Director of the New York Life Center for Retirement Income and a professor in the Retirement Income Program at the American College of Financial Services.

Experience, Recognition, Background

In recognition of his impact on the financial services industry and background as a retirement risk and income planning speaker, Jamie Hopkins was selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40. Additionally, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Professor Hopkins was also named as a Lawyer of Distinction in 2017 and was elected into the prestigious role as an American Bar Foundation Fellow. Jamie has won numerous awards for his articles and writing. He is an editor for the Midwest Law Journal and was listed as a “Mover & Shaker” in the reverse mortgage industry. Jamie has also been featured on WSJ podcasts, NPR radio, Fox radio, and on TV multiple times for NBC10 Philadelphia, PBS, and USAToday.

Jamie has done consulting work for Fortune 500 companies and is a highly sought after speaker in the financial services industry. He has developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.

Along with his regular media appearances, Jamie has also been featured on Wall Street Journal podcasts, NPR radio, Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS, and USA Today.

Jamie Hopkins' Retirement Risk and Income planning Expertise

A nationally recognized writer, researcher, educator and financial advisory innovator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.

Rewiring How You Think About Retirement
Retirement Income Planning
Annuities in Retirement
Planning Reverse
Tax Law

View a sample presentation

Contact Us About Hiring Jamie Hopkins

"He emphasized the importance of creating a retirement income plan and the impact of behavior on outcomes. This was a fantastic presentation.”

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We have contributed to the content of over 100 annual conferences and have relationships with today’s leading retirement speakers. We will recommend speakers and topics for you based on your current and prior events.

We can help you book just one speaker for an annual conference, chapter meeting, client event or employee education meeting, or custom design a multiple webinar content-marketing series.

Delivery options include in-person meetings, live webinar and pre-recorded formats.

Learn More About Our Other Retirement Speakers and Topics

Learn about our other leading edge retirement speakers who help advisors, consumers and employees PLAN for retirement, PROTECT the plan from retirement risks, and PROVIDE retirement income that lasts a lifetime.

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Retirement Risk and Income Planning Speaker

Meet Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®