Better Client Longevity Planning with Your Retirement Sketchbook
Includes a Live Web Event on 05/20/2026 at 12:00 PM (MDT)
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This session explores how visual thinking can transform retirement-planning conversations. Based on the book Your Retirement Sketchbook, this webinar demonstrates how simple sketches, visual frameworks, and mapping techniques can help advisors communicate complex retirement and longevity concepts more clearly. Hosted by Steve Resch, this practical session focuses on tools advisors can immediately incorporate into client meetings. In this session, advisors will learn how to:
- Use visual frameworks to simplify retirement income and longevity planning
- Improve client engagement and understanding through sketch-based conversations
- Facilitate more meaningful discussions around legacy, risk, and retirement decisions
- Apply practical visualization tools directly in client meetings
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Retirement Planning
CFP Board CE Credit Hours:
- Explain how visual engagement improves client comprehension and behavioral decision-making in retirement planning.
- Identify at least three visualization techniques that can be integrated into financial planning meetings.
- Demonstrate how to use guided sketching exercises to clarify retirement goals, income sources, and risks.
- Apply visualization tools to enhance discussions around longevity risk, long-term care, inflation, tax planning, and legacy strategies.
- Evaluate how visual planning frameworks can strengthen client trust and improve plan implementation rates.
Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
CEO of Bryn Mawr Captial Management and Chief Wealth Officer of Byrn Mawr Trust and WSFS
Jamie Hopkins is CEO of Bryn Mawr Capital Management, and Chief Wealth Officer of Bryn Mawr Trust and WSFS. He is also the founder and President of FinServ Foundation, a 501(c)(3) dedicated to enhancing the financial services nextgen.
Jamie is also a former Finance Professor of Practice at the Heider College of Business at Creighton University, and a Professor of Practice at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program.
Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. He is the author of the WSJ bestselling book, Find Your Freedom, which details the behavioral finance issues that hold people back from a more financially secure retirement.
Jamie was selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40, and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts Estates Journal awarded Jamie the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule.
He sits on numerous boards, including Wealth.com and Wing.App. He was also recognized as the Top RIA Thought Leader in 2022 by WealthManagement, and as a top RIA leader by ThinkAdvisor in 2023.
He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.
Stephen J. Resch, CLTC
Vice President Retirement Strategies Division
Finance of America
Steve Resch, CLTC, is Vice President of Retirement Strategies for Finance of America Reverse, where he leads education and training programs for financial professionals. Steve is also an investment advisor, partner in a wealth management firm, and designer of ""The Reverse Illustrator,"" a proprietary program that graphically displays the flexibility and options that a reverse mortgage can bring to a financial plan. Steve is a subject expert source and frequent speaker at both national and regional professional conferences and has been interviewed by various media outlets including Yahoo Finance, Nasdaq Trade Talks, MarketWatch, Barron's and more.
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