Your Retirement Sketchbook - by Jamie P Hopkins & Bonnie Treichel (Paperback)

About the Book

Financial planning keeps getting more complicated as the rules change and this book will simplify financial concepts for advisors and their clients.

Book Synopsis

Retirement planning concepts are often complicated; they aren't digestible. Retirement planning is something in the future because we all have more pressing matters to deal with today. The kids are sick. The dog needs to go to the vet. A parent needs a new care facility. Retirement can wait. But can it? This book allows you to bring financial planning tips to the dinner table so that you may incorporate financial planning one bite at a time with your loved ones.The goal is to break the book down into topics - the key retirement decisions so a client could read a few without feeling like they need to take on all of retirement planning at once. This is actually closer to how advisors approach planning - in digestible blocks that build to become a plan.

About the Author

Jamie Hopkins is a best selling author, solutions builder, runner and financial professional. Jamie is the Chief Wealth Officer, WSFS Bank and president of FinServ Foundation. He is a professor at Creighton University and previously was a professor of retirement planning at The American College and the Director of the New York Life Center for Retirement Income. He is a contributor to Forbes and has been elected to the Fellows of the American Bar Foundation. He also was selected as one of the top 40 financial service professionals under the age of 40 by InvestmentNews and one of the top 40 young attorneys by The American Bar Association. Jamie was also named as the RIA thought leader of the year by WealthManagement.com.

Bonnie Treichel, Esq. is the Founder of Endeavor Law and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry. She is a nationally recognized speaker and thought leader on retirement plan governance and best practices. Bonnie serves on the Board of the FinServ Foundation and has been honored with several national awards, including InvestmentNews 40 Under 40 (2023) and the ABA's On the Rise - Top 40 Young Lawyers Award (2022). Outside of work, Bonnie enjoys traveling, running, cycling, volunteering with Make-A-Wish, and spending time with her golden retrievers, Sadie and Sunny.