Better Client Longevity Planning with Your Retirement Sketchbook

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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.

Stephen J. Resch

VP Retirement Strategies

Finance of America

As Vice President of Retirement Strategies at Finance of America, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan.

Steve’s career in financial services spans over 37 years, where he’s served as an investment analyst, educator, and an independent wealth advisor since 1994. His practice often incorporates home equity strategies to help safeguard and enhance retirement and legacy objectives for his clients.

Steve is recognized as a subject expert source and interviewed by media outlets including the TheStreet, MarketWatch, and many others. He is a frequent speaker at both national and regional professional conferences.

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 P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS and Bryn Mawr Trust. Jamie is also the author of the new best seller, Your Retirement Sketchbook.

Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate. Hopkins earned a master’s degree in financial planning from The American College of Financial Services and a master’s degree in business administration from Villanova University.

A Wall Street Journal best-selling author, educator, and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.