Jamie Hopkins
Senior Vice President
Private Wealth Management

Jamie Hopkins, Esq., CFP, is CEO of Bryn Mawr Capital Management, and SVP of Private Wealth Management at Bryn Mawr Trust. He is also the founder and President of FinServ Foundation, a 501(c)(3) dedicated to enhancing the financial services nextgen, and a WSJ bestselling author. He sits on numerous boards, including Wealth.com and Wing.App. He was recognized as the top RIA thought leader in 2022 by WealthManagement and a top RIA leader by ThinkAdvisor in 2023.

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Speaker Schedule
Wednesday, June 14, 2023, 12:40 pm - 1:30 pm EDT
Future of Retirement Income Planning
Jamie Hopkins |Private Wealth Management

Retirement Income Planning continues to evolve in light of current macro and demographic shifts in the United States. Learn about the major factors shifting the retirement income landscape and how advisors can get ahead of this shift. Jamie Hopkins will discuss the concept of rewirement and how nudges or improved policy decisions can shift the landscape for the better.

This session is eligible for one-hour (1) CFP Board & I&WI CE credit.

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