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Simplifying the Retirement Planning Landscape (Webinar)
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Simplifying the Retirement Planning Landscape (Webinar)

This webinar will discuss simplifying the retirement planning landscape with the new legislation and stimulus packages.

8/4/2020
When: Tuesday, August 4, 2020
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: Jamie Hopkins, Esq., MBA, CFP, LLM, CLU, ChFC, RICP
Contact: Member Services
800.392.6900


Online registration is closed.
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Simplifying the Retirement Planning Landscape

 

Program Overview

The CARES Act and other stimulus packages are meant to provide relief during the 2020 global pandemic. Many provisions create both concern and opportunities for retirement income planning this year and in the near future. Stimulus packages actually cause additional stress to an individual’s retirement plan if you are not aware of all the requirements. In addition to the CARES Act, other significant changes such as The Secure Act make retirement income planning more complicated in 2020 and beyond. 

Join Jamie Hopkins for an informative webinar on simplifying the retirement planning landscape in light of the new legislation and stimulus packages. 

You will learn: 

  • Impact of The CARES Act on the economy and retirement income planning
  • Potential additional stimulus packages and their impact on the retirement planning landscape
  • How to simplify the complexity of new legislation and stimulus packages so you can talk with clients and help them make informed decisions

 

Featured Speaker:

Jamie Hopkins, Esq., MBA, CFP, LLM, CLU, ChFC, RICP is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.

   

 

 

Educational Level

Intermediate

 

CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit are available. 

$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.

 

Registration Fee (includes live webinar, PowerPoint, and access to the archived program)

FSP Premier Members FSP Members Non Members
Live Event: INCLUDED* INCLUDED* $39.00
CFP® Credit: INCLUDED $5 $5
CPE/Accounting Credit: INCLUDED $5 $5
Prof Recertification (PACE) Credit: INCLUDED $5 $5

 

* FSP Members still need to register as usual. 

 

Registration Options

  • Register online by selecting the "Register" button above.
  • Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
  • Refund Policy

 

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.

 

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone.

Test your connectivity to GotoWebinar.

You can also join a webinar from your iPhone, iPad or Android device. To get the GoToWebinar app:

iPhone/iPad: https://itunes.apple.com/us/app/gotowebinar/id1244921300?mt=8

Android: https://play.google.com/store/apps/details?id=com.logmein.gotowebinar&hl=en

 

Make the most of your webinar experiencecheck out these tips.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.

The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.

The recording will include both the audio portion and PowerPoint slides.

 

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