
Your Retirement Sketchbook
Paperback
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Imprint: Harriman House
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.
Details
256 pages
Imprint: Harriman House
About the author
Jamie P. Hopkins, Esq., MBA, LLM, CFP, CLU, CHFC, RICP, is a planning advocate, professor, coach, and a retirement planning nerd. Named one of the top 40 financial services professionals under 40 by Investment News, and one of the top 40 young attorneys by the American Bar Association, he brings a unique skillset to his passion for educating consumers and advisors on retirement planning best practices. Currently, he serves as the managing partner of wealth solutions at Carson Group and is also the host of the Framework podcast.
Media enquiries
If you'd like to get in touch with the author for interview or comment, or you'd like a review copy of this book, please contact us at pr@harriman-house.com or call +44 (0)1730 233870.
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