Jamie Hopkins Talks Home Equity
Includes a Live Web Event on 04/24/2025 at 12:00 PM (MDT)
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Join Stephen Resch and guest Jamie Hopkins as they discuss the often-over-looked use of home equity in aretirement plan. With seniors today controlling over $14 Trillion in equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.
By the end of the presentation, participants will be able to:
- Understand the different strategies for using home equity
- Explian how home equity address planning shortfalls such as inadequate long-term care protection, or excessive asset distribution rate
- Identify that home equity bring cash flow and income tax efficiencies to a retirement plan
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 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.
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