Jamie Hopkins Talks Home Equity

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1 CFP® CE | 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.

Disclaimer:
The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

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

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.

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.