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Retirement Isn't Binary - The Movement Towards Adaptive-Based Retirement Income Planning

Released on Wednesday, November 15, 2023RETIREMENT

Join us for an enlightening webinar featuring renowned retirement income expert and Income Lab board member, Jamie Hopkins, SVP of Private Wealth Management at Bryn Mawr Trust, as he delves into the cutting-edge concept of adaptive-based retirement income planning. In an era of evolving financial landscapes, technological enhancements, and uncertain market conditions, traditional retirement income strategies like the 4% distribution strategy may no longer suffice. In fact, most of our planning today is too binary, focused on success and failure rates that miss the whole point and behavioral aspects of generating real-world retirement income for clients. Jamie will shed light on the benefits of embracing adaptability in your retirement income planning, allowing you to navigate the complexities of today's financial world with confidence and resilience. Learn how to tailor your retirement income to your client's unique circumstances, effectively managing risks and optimizing an adaptive guardrail-based retirement income approach to deliver a more sustainable retirement income plan. Don't miss this opportunity to gain invaluable insights from a leading authority in the field and enhance your financial future. Join us for this webinar and embark on a path toward a more secure and adaptive retirement.

Jamie Hopkins
Private Wealth Management, Senior Vice President & Director

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