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May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Jamie Hopkins
Managing Partner at Carson Group

Profile

Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business. Jamie Hopkins ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® Managing Partner of Wealth Solutions Let's Chat! Login By continuing to use this site, you consent to our use of cookies. ACCEPT 26/07/2021 Jamie Hopkins | Carson Group https://www.carsongroup.com/insights/blog/team-members/jamie-hopkins/ 2/10 A nationally recognized writer and researcher, Jamie 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 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. Jamie is the author of “Rewirement: Rewiring The Way You Think About Retirement,” which released its second edition in 2021. Additionally, Jamie has co-authored 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.” Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow. 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. Jamie received his Bachelor of Arts degree in political science at Davidson College in North Carolina, where he was captain of the Division I Men’s Varsity Swim Team. He attended Villanova School of Law, where he earned his Juris Doctor degree and graduated with honors. He received his Master of Business Administration degree from Villanova University Business School. Jamie also holds his LLM from Temple University and four financial planning designations, By continuing to use this site, you consent to our use of cookies. ACCEPT 26/07/2021 Jamie Hopkins | Carson Group https://www.carsongroup.com/insights/blog/team-members/jamie-hopkins/ 3/10 the CFP®, CLU®, the ChFC®, and the RICP®, and sits on ReverseVision’s Board of Directors. He co-created the Retirement Income Certified Professional® (RICP®) designation, which has over 6,000 graduates since its inception in 2012, and over 12,000 financial advisors currently enrolled in the program.

Agenda Sessions

  • The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects

    11:30am