FPA of Southern Arizona: November Breakfast Meeting

  • Wednesday, November 13, 2019
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 



November 13, 2019 Breakfast Meeting Announcement


Rewirement: Improving Retirement Income Client Outcomes By Embracing Behavioral Finance Best Practices

Presented by Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®

Americans are facing a huge retirement savings shortfall and don't appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% of Americans near retirement age can pass a basic retirement income literacy quiz. But, it is not just a lack of literacy holding Americans back. Behavioral biases and heuristics like narrow framing and loss aversion are also creating significant roadblocks. Learn how to incorporate best practices around behavioral finance techniques and technology to help achieve better evidence-based retirement outcomes for your clients. This presentation will show you how you can rewire the way your clients think about saving for retirement to spending in retirement. 

  

  Wednesday, November 13th, 2019    

           

       Location:

Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719 
520-325-1541 

Members $15 / Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)       

Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM  

2 Hrs of CFP CE Credits for FPA/CFA Members    

    

RSVP  to Gerry Oldenski by Friday,
November 8, 2019 at  

gerry@dynasetaz.com        

  To prepay with PayPal  go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid

About the Speaker: 

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, is the Director of Retirement Research at Carson Wealth and a Finance Professor of Practice at Creighton University's Heider School of Business, a former professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie is a Finance Professor of Practice at the Heider School of Business at Creighton University. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education.

His most recent book, "Rewirement: Rewiring The Way You Think About Retirement," details the behavioral finance issues that hold people back from a more financially secure retirement.

He has been 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 Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.

2019 Programs - Upcoming Meetings 

Mark Your Calendars 

(All Breakfast meetings at the Arizona Inn ) 

Registration and breakfast at 7:15 AM 

Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CE for FPA members        

Date: December 11, 2019

Topic: TBD 

If you have any ideas for topics or speakers, please contact 

  Tim Daughenbaugh




FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283


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